Add Multiple Subtotals - Group by levels

Now you can add up to 3 levels of Subtotals in any reports!

This is great when you have a hierarchy of data that you wish to report on.

1. P&L Reports

Group by Levels

Setup the first Group By on the Main screen. To setup additional Group By levels Click on the Green + icon next to the Group by.

  • Analyse By: GL Account (Rows) - shows the individual GL account
  • Group By: GL Account Level 2 - the first sub total will pick up the MYOB Account Level indents
  • Group by 2: Account Type - the next Total is Income / COGS / Gross Profit / Operating Profit etc.

Multiple_Group_by.png

Group by Types

To control the type and presentation of the subtotals select from the following options:

  • Columns - Instead of a Subtotal adds the Group by as a new Column of data
  • Totals - Simple Subtotal under each Group by
  • Totals on Top - Simple Subtotal above each Group by
  • Headings and Totals - Shows a Heading before each group and a Subtotal under each Group by see screenshot above
  • Headings and Summary - Shows a Heading before each group but no Subtotal under each Group by, helps to organise similar data together to view. See screenshot below.

Heading_and_summary.png

2. Item Sales Reports

  • Analyse By: Item(Rows) - shows the items sold
  • Group By: Customer - the first sub total will subtotal sales by Customer
  • Group by 2: Customer State - the next Total is by Customer State

Item_Group_by.png

Setup the first Group By on the Main screen.

To setup additional Group By levels Click on the Green + (see above) or click on the Advanced (Cog) Icon to open the Advanced editing screen.

Advanced_Group_by.png

 

3. Jobs Reports

  • Analyse By: Job Number (Rows) - shows one line for each job
  • Group By: Job Level 2 - the first sub total will subtotal at the 2nd Job Header level
  • Group by 2: Job Level 1 - the next Total is by to Job Header level

 

4. Combination of Jobs and P&L Reports

  • Analyse By:Job Number (Rows) - shows one line for each job
  • Group By: GL Account - the first sub total will subtotal at the GL account
  • Group by 2: Account Group - the next Total is Total Income etc. 

Setup the first Group By on the Main screen.

To setup additional Group By levels Click on the Green + next to Group by or click the Advanced (Cog) Icon

 

 

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