Is there a way to create a simple report of all the transactions within a certain date period, such as a month.
Exactly like the Profit and Loss report except that it would show transactions instead of accounts, and with the addition of a date column.
Income
(Transactions)
Total $
Expense
(Transactions)
Total $
Net Profit (loss)
This is for a small church, we need a monthly report that can be printed and taken to meetings.
All transactions are cash.
Option 1: You can run General Ledger Transaction report on every account (by leaving the account field on Empty). Copy to Clipboard then edit to your liking.
or
Option 2: Drill down the Profit and Loss report by clicking on the account to show transactions. Use Copy to Clipboard then stitch together.
Option 1 can be slow depending on how many transactions you have.
There are two options for user created reports.
They are Advanced Queries or Custom Reports.
Both options have their inadequacies and need further development.
However, using Custom Reports it is possible to create a reasonable report for what you require.
This is the report definition:
This is a sample output:
Thank you, this looks like it might work.
