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[Solved] Quarterly Reporting?

(@paula29)
Posts: 14
Eminent Member Registered
Topic starter
 

The 'Receipts & Payments by Detail & Account Report'. provides data for the year or for particular months.Β  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.Β  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.Β 

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Posted : 04/04/2023 9:51 am
(@paula29)
Posts: 14
Eminent Member Registered
Topic starter
 

Any update on this please?


 
Posted : 22/05/2023 10:04 am
CT Support
(@slimjim)
Posts: 162
Support Team Admin
 

Sorry for the delay in responding. This report is designed to return all values for the selected date range.Β  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.Β 

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


 
Posted : 30/05/2023 8:04 pm
(@paula29)
Posts: 14
Eminent Member Registered
Topic starter
 

@slimjim Thank you.


 
Posted : 31/05/2023 1:29 pm
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