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

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 Classification or Account Group - the next Total Income etc.

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.

Group_by__.png

Then set up to 3 Levels of Group by Subtotals

Group_by_Levels.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

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.

 

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 Classification - 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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