Profit and Loss Analysis (new)

The new Profit and Loss Analysis 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.

 

To add the new Profit and Loss Analysis page

The page already appears in the default templates, but if it doesn’t appear in your report you can easily add it:

  1. Open the Customise Layout tab, then click Add Page.
  2. From the Page Type drop-down list, choose the new Profit and Loss Analysis page.
  3. Rename the page if required.
  4. From the Insert After drop-down list, choose which page you want to insert the new page after.
  5. Click Save.

To amend the Profit and Loss Analysis page


Add a new layout

  1. From the Customise Layout tab, locate the page, then click Customise.
  2. Click New Layout.

add new layout

 

Delete a saved layout

Note: Once you remove a layout, you cannot undo this.

  1. From the Customise Layout tab, hover the mouse over the new Profit and Loss Analysis page, then click Customise.
  2. View the page settings by clicking the Show Settings link in the upper right corner of the page.
  3. Click the trash icon alongside the layout you want to delete.

 

remove layout 

Note: A layout cannot be deleted if it is the active layout in another Profit and Loss Analysis page within your report.

 

 

Edit a layout

  1. From the Customise Layout tab, hover the mouse over the new Profit and Loss Analysis page, then click Customise.
  2. View the page settings by clicking the Show Settings link in the upper right corner of the page.
  3. Select the layout you want to edit and click the small pencil icon alongside the saved layout.

Note: Edits made to a layout apply to all pages which use the saved layout. 

  

edit layout

 

Re-order accounts/groups

  1. Click to select the account(s) or group you want to re-order.
  2. Drag the selected option(s) and drop into the required position. 

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.

 

Add a group

  1. Click to select the account(s) you want to group.
  2. Once you've selected the required accounts, click the New Group button.

    add grouping 

  3. Complete the window as follows:

    • Enter the name for the group
    • Select to display the accounts within the group as detailed or summary
    • Select the sorting type.
    • Check to show or hide zero value accounts from the group
    • Check to show or hide the group's subtotal

    grouping settings 

 

 Group options

Once you've added your group, you can adjust the formatting by using the icons in the group header.  There are several options available:

 grouping header

 

  • Pencil: edit group name
  • Eye: show/hide sections (only root/first level section)
  • Trash can: delete group
  • A-Z: sort alphabetically
  • 9-1: Sort numerically from highest to lowest
  • 0: Show/hide zero account
  • ∑: Show/hide subtotal

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.

 

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