Reporting - Cash Summary

1

@lubos it would be great to have the possibility to set the “column name” in the Cash Summary report like in the Profit & Loss report.

2 Likes
2

I have put this into the ideas category.

3

It would be also useful to have the “column name” in “Bank Account Summary”

1 Like
4

I really dislike the concept of column names.

I’d like to take it another direction.

  • If you are comparing across different tracking codes of the same periods, Manager should be smart to name columns by tracking codes and put the common period at the top of the report.
  • If you are comparing different periods, Manager should be smart to name columns by the period. For example period from 01/01/2018 to 31/01/2018 should be automatically named as Jan 2018, period from 01/01/2018 to 31/12/2018 should be named as 2018 etc.

It will take quite a few revisions to get it right but the result would mean:

  • Less fields when setting up reports
  • Less thinking what to name columns (Manager will figure it out for you)
5

I trust your idea @lubos but, in the meantime can we have the possibility to set the names as in other reports?

Thanks

6

Removing from ideas because this has been already implemented in some previous release.