Income Statement column options
I would love the ability to have both monthly and YTD figures on a single report, as this is the preference of my Board. Currently, the only way to achieve this is to run two separate reports, export them as csv, then merge them together. This works okay-ish so long as both reports have the same account line items, otherwise the raw data doesn't line up. THere is also a fair amount of formatting involved.
Any way to be able to pull monthly and YTD income figures together?
3
votes
'Shawn Hedden'
shared this idea
- 12/4/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements along with customizing report titles and columns. In Financials, users will find Content in the left-side menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with the following merge fields: report date, title (this will pull the title from the Financials Settings), filter values, report timestamp, and report title. Settings is also a new left-side menu that will allow users to rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left-side menu option called Publish. Print will be a print option with the header and footer content areas added. Print will remove all lines on the report and it will print on a white background. Once Print is selected, the column sort, show, and title will appear. Users can use this to reorder columns and relabel the columns. The show will allow users to remove a column in the print. Once a user selects a report, the left-side menu will collapse all other reports into Reports to allow for easier option selections. Added the timestamp to the bottom right hand corner of the report in CommunitySuite and Print Page option.
- When using Print, users will need to use the content area to add the titles to the report, dates, and filters to the report header.
- Permission: Added permission for Settings. Will be released with Admin Permission only.
- Resources:
- Financials Content
- Financials Settings
- Financial Reports Overview
- Audit Report
- Balance Sheet Report
- Income Statement Report
- Balance Change Report
- Balance Trend Report
- Fund Balance Report
- Audit Balances Report
- Trial Balance Report
- Detail Trial Balance Report
- Statement of Functional Expenses Report
- Investment Report
- Financials: Updated the financial reporting to roll up the left-side menu once a report is selected. This will allow for options in the left-side menu to be more visible to users. We have updated the columns for Month over Month, Year over Year, and etc. to display the date range of the column header. If the financial report is over 2 time periods, the Change and Percent columns will display.
