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[Solved] Quarterly Reporting?

(@paula29)
Posts: 13
Eminent Member Registered
Topic starter
 

The 'Receipts & Payments by Detail & Account Report'. provides data for the year or for particular months.  Is it possible to report for a defined quarter -ie a QTR1 column combining Jan-Mar and then at the end of the second quarter to ideally show two columns one Jan-Mar totals the second Apr-Jun totals.  The problem with exporting each month separately and manually combing them in, say, Excel isthat not every entry exists for each month so alignment is rather labour intensive. 

 

 
Posted : 04/04/2023 9:51 am
(@paula29)
Posts: 13
Eminent Member Registered
Topic starter
 

Any update on this please?

 
Posted : 22/05/2023 10:04 am
CT Support
(@slimjim)
Posts: 154
Support Team Admin
 

Sorry for the delay in responding. This report is designed to return all values for the selected date range.  You can report a specific quarter by entering/selecting say, 01-Jan-2023 to 31-Mar-2023. We've added some "Qtr" buttons to make this quicker. 

Unfortunately, we can't add multiple value columns at this time.  

 
Posted : 30/05/2023 8:04 pm
(@paula29)
Posts: 13
Eminent Member Registered
Topic starter
 

@slimjim Thank you.

 
Posted : 31/05/2023 1:29 pm
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