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Reports Summarized by Category

 
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jcjohnston



Joined: 09 Jul 2007
Posts: 2
Location: Dallas, TX

PostPosted: Mon Jul 09, 2007 1:05 pm    Post subject: Reports Summarized by Category Reply with quote

Is there an easy way to create a report on a found set of records that is sorted and summarized by category?

The account statement reports does not show categories. I may be missing something...

Thanks!
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stanbusk
Site Admin


Joined: 28 Dec 2005
Posts: 2122

PostPosted: Mon Jul 09, 2007 4:39 pm    Post subject: Reply with quote

Which report are you using right now? What does it lack?
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jcjohnston



Joined: 09 Jul 2007
Posts: 2
Location: Dallas, TX

PostPosted: Mon Jul 09, 2007 5:57 pm    Post subject: Reply with quote

I'm using 3.3.3
I would like to create a report based on a found set of records that shows all of the expenses incurred in a time range with each expense in each category as a line item with a summarized total cost for each category and a grand total.
I would like the option of printing just summary totals of each category or showing all the line items in each category. (The detailed Profit and Loss report comes close, it does the summary).

The Reports tab in iCash gives the option of a report called Account Statement, but it shows the expenses in all categories by date, it doesn't show the Category in the report or allow sorting by Category. I would like to sort the expenses by Category, then date, and show a summary total for each Category. A
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stanbusk
Site Admin


Joined: 28 Dec 2005
Posts: 2122

PostPosted: Tue Jul 10, 2007 4:29 pm    Post subject: Reply with quote

Actually the 'Account Statement' was made for creating a 'Bank Account Statement'. Would you mind to open support ticket and send us an excel sheet of a sample report following your requirements?
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