Please excuse the rookie question, but I am in a bind with a report left half-done for a client by a sub-contractor. It is basically an income statement report. The client uses segmented GL accounts, to allow them to filter out the balance for each of their 2 branches.
The income statement should show the totals for each account, for each branch side by side, with a total at the end of the line.
New accounts have been created since the report was first created. I have a training manual that supposedly shows how to add the new accounts but I just don't get it. Any help?
Usually i would just add the accounts, then wire the formulas to them. Is there a particular part thats confusing u?
Uhm...it probably does not help that I have never customised a BI report. I found the function that supposedly allows one to add missing accounts, but the function does not work in this particular report (which I did not create myself, so I am not sure how it hangs together), I suspect that it has something to do with how the report was constructed (not a standard report and a union report to make sure its nice & complicated).
So I've been trying to create a new report from the financial report designer. I want to use reporting trees (to be able to filter results for each of the 2 branches), but I want to show both branches next to one another on the same sheet & then total the values for a consolidation. Somehow, I can choose the correct period when I am not using the reporting tree value (for any one of the branches), but the moment I add the reporting tree parameter, I can no longer select the period, only the year. Also, I cannot figure out how to put both reporting tree options on the same sheet.
Maybe check out the
There is a ton of learning information on their including webcasts and youtube how to videos. Hope that helps.