@Joe91 could you please test the latest version (20.6.57). These issues should be fixed.
As for the Date field. I’ve removed it from all dropdowns. Because the report is based on general ledger transactions, Date field will be always visible and always the first column unless you Collapse Groups in which case Date column is no longer applicable and thus will be hidden. I fixed the issue with Date column sorting too.
For me the new custom reporting can do everything I need to do.
Just thinking about removing this for other users. I’m not sure how that is going to work for them.
To convert from old custom reports to the new one, I:
Select “Custom report (obsolete)” and open a report I intent to continue using
In a different browser window Select “Custom report”, select “New Report” or open an existing report & select “Clone”
Using the old report for guidance, create the new report using the new methodology.
If the “Custom report (obsolete)” was removed, users would need to create screen shots of the custom report edit screens, or run 2 versions of Manager simultaneously. Either of these solutions are likely to require users to revert to an old version of Manager and their data file when they find they can’t access their old custom reports. Having an edit but not view screen many help.
Either way I suspect deleting the old custom reports without warning the user may create support difficulties for NG Software Pty Ltd
That capability would not, in general, accomplish what you want. That checkbox only controls whether debit balances are displayed on the P&L as positive numbers or negative numbers. An account in a group without that box checked can still be an expense account. In fact, so-called income and expense accounts are not actually different from one another. They derive their characteristics from whether typical postings are debits or credits. And that is determined from the context of transactions. Change the checkbox and see what happens on your Summary page.
Granted, it might work for your particular chart of accounts. But other users who have their chart of accounts designed differently could be led astray, expecting something different.
The new custom reports are currently initially displayed in report creation order.
I agree being able to set a functional report order would be useful, preferably using something not displayed on the actual report.