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There are two steps to creating a new management report:
Create your Finance Account Groups finance account groups to define the way you want to sum and show the various totals.
Create the format of your report in Finance finance reports configuration to define the report, which account groups to show in which order, and the basic formatting (font, etc).
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In the settings module > open the folders, reports & documents sub menu > select finance account groups
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This is where you create the different groupings in your report. Each group represents a line on your report.
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There are 3 different options for the reporting line:
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Group divide takes 2 accounts and divides them by each other to get a percentage
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Notes:
Reverse sign - will make the credits positive and the debits negative. If you use it for one, use it for all
To show a single account on a line, use the account sum type and put the same account in from & to
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CONFIGURE YOUR REPORT FORMAT
Go to the next option:
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‘Create report’ to add your new report and give it a name:
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Select the report you just created, from the drop down:
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Add new row:
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Select the groups that you created:
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Decide how it looks:
Display title - change ‘new group’ to the group name
Sort by - the order they go in (suggestion - put multiples of 5 in here so you can add groups in later)
Bold font - good for totals
Underlining - use for the last group before the total
Lines before and after - to separate your groups
Pagebreak Page break before and after - i.e. put your income on one page and your overheads on another
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