• From: Paris, France
  • Registered: 03/25/2015
  • Posts: 6

Topic: Customized P&L report

Hello
We need a specific p&l report on front accounting for our company.
- p&l shall be freely and simply deigned and  customized by user, by group  with accounts  drag and drop, and shall include intermediary Grouping totals and %
- p&l shall show months dynamically according to user chosen range, 1 column per month, and add a total, Total for y-1 (same months range), variance year vs y-1, budget, variance budget vs year (same chosen months range)
- max range shall be 12 months
- a nice feature equivalent to current p&l in standard front accounting would be to be able to have a drill down when clicking on account.
- report can be exported to pdf or excel

we are of course wanting to pay for this job. Please send any questions and your offer.
Thanks!

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Customized P&L report

P&L is delivered as PDF and Excel in the default install of FA.
In both instances, being static reports, there is no easy scope for drill down.
Changing the period of reporting to a month (in the Company Preferences itself) will provide for the report subset you want albeit not exactly.
Checkout the reporting extensions available in the official FA repo and accessible from within the FA UI and if not there, then you can participate in designing one and submit it to the project for inclusion in the core.

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