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Row/Column Reports · Track 1 · Tutorial 3 of 7

Add label, section, total and account rows

Most of a row/column report is section rows: a statement section or account type, shown with its accounts or as one total. Label rows give it headings, and an account row picks out a single account. Rows follow the chart of accounts, so a section picks up a new account on its own.

You will needThe Management P&L report from Create a report and choose its period layout.
By the endThe Management P&L with Revenue shown with its accounts, Direct costs as a total, and a single account row, in the order you want.

1Add a section with its accounts

  1. Open the Management P&L in the editor. Click the first blank row — click to configure — and choose Section.
  2. Search for and choose REVENUE, marked System section.
  3. Set Section display to Show detail. Row label shows the section’s name, REVENUE, and can’t be changed for a section shown in detail.
  4. Click Add Row.
The report worksheet: row 1 a Label, row 2 the Revenue section with Show detail giving its accounts and a total, row 6 Direct costs as a section total only, row 7 the single account Selling and marketing, and row 8 a blank row reading click to configure; beside it the Section display setting Show detail
A label (1), a section with detail (2), a section total (3), an account (4), and the next blank row (5).

Show detail shows the section heading, every account in it, and the total. A new revenue account appears in the report the next time it is opened. Turn on Show empty, under Display, to keep accounts with no figures in the period; by default they are left out.

2Add a section as a total

  1. Click the next blank row and choose Section.
  2. Choose DIRECT COSTS, set Section display to Total only, and type Direct costs in Row label.
  3. Click Add Row.

Total only gives one row for the section total. The list also offers Chart account type entries: the account types in your chart of accounts, for a finer split than a statement section.

3Add a single account

  1. Click the next blank row and choose Account.
  2. Search for 6100 Selling & Marketing, choose it, and type Selling and marketing in Row label.
  3. Click Add Row.

An account row shows that one account. Use it when the line really is one account; for a line made of several, use a section, an account type or a tag, so new accounts are picked up. See Read accounts by accounting-standard tag.

4Add headings and space

  1. For a heading, add a Label row and type it in Label Text.
  2. For space above or below a row, click the row, click Before or After under Skip, and click Update Row.

A label must have text, so use Skip rather than an empty label for a blank line.

5Reorder, edit and delete rows

EditClick the row, change it, and click Update Row.
MoveDrag the row by its handle to where it should go.
DeleteClick the row and click Delete Row. To delete several, select them by their row numbers and click Delete selected.

Check

Click Save, then View. Revenue’s total and Direct costs match Reports → Profit & Loss for Your Group, month by month.

6If something goes wrong

What you seeWhat to do
Add Row is greyed out on a sectionType a Row label.
Choose an account or tag and enter a row label.Pick the account and type a Row label.
An account is missing from a sectionIt had no figures in the period. Tick Show empty to show it.
A section doesn’t match the statementCheck it is the System section, not a Chart account type of a similar name.

Want more detail? See the documentation

Customizing Reports
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