The Profit and Loss Analysis (Account Groupings) page provides more flexibility and customisation options for better readability and analysis of reports. For example, you can group low importance/value accounts and just show a subtotal so that they don’t draw attention away from more important accounts. You can also change the order in which accounts display to show the most important accounts or groups at the top of each section. You can save the layouts you create and quickly re-use them on another page for that organisation.
The page already appears in the default templates, but if it doesn’t appear in your report you can easily add it:
Note: Once you remove a layout, you cannot undo this.
Note: A layout cannot be deleted if it is the active layout in another Profit and Loss Analysis page within your report.
Note: Edits made to a layout apply to all pages which use the saved layout.
Note: You cannot use drag and drop to move accounts from one section (e.g. Revenue) to a different section (e.g. Cost of Sales). Instead, you will need to consider changing the report code from the Customise Data tab.
Within your group, if you need to you can add another level of grouping. For example, you might want to group some items onto a single line as a 'Summary' sub group.
Once you've added your group, you can adjust the formatting by using the icons in the group header. There are several options available:
Note: To add more accounts into the group, click and drag accounts from the same section into the group. To remove accounts from the group, click and drag accounts out of the group.
There are a number of options available to customise the columns in your report. Once you've made any changes, to show these changes on the report, click Update.
Note: You can have a maximum of 12 columns per page. If you need to show more options, you can add multiple profit and loss pages to your report with the Add Page option. You can then customise the new page to include the additional columns.
The Comparisons options are available within the Customise Columns option. The comparisons available include the option to compare monthly, two monthly, quarterly or annual values, and include budget and prior year comparisons.
Note: The comparison options contain multiple columns. As the maximum number of columns on a page is set to 12, if the total number of columns you need is above this you will need to use the Add Page option to include new copies of the Profit and Loss Analysis page.