Add or edit columns on new financial reports

Add a column to the new Profit and Loss, Balance Sheet, Movements in Equity, and Statement of Cash Flows reports. You can include custom date periods, percentage change, tracking, and more.

Insert a column to:

  • Cover a specific date or time period
  • Gather new information using a formula
  • Add notes linking to text boxes
  • Compare against a budget on the Profit and Loss
  • Report by tracking category

Create a custom column

  1. Open the report.
  2. Click Edit Layout.
  3. Click the columns icon Image of the Column icon., then select the type of column you want to add.

    • Date
      1. From Date Range select the period of time you want the column to cover.
      2. Use the arrows to choose the start and end date of the period.
      3. (Optional) Give the column a custom name.
      4. Click Done.

      Make sure you set up your custom date columns to match the date range of the report. For example, if you select a date range of Last Quarter for the report, you could use:

      • A single date column with a Date Range of Quarter.
      • Three date columns with a Date Range of Month.
      If you update the date range of the report, the dates of the custom columns will automatically update relative to the new end date of the report. Check if you'll also need to update the number, date range, or names of your custom columns.
    • Budget (Profit and Loss only)

      In Name, add your own title for the column if you like.

      Select the budget (if you have more than one). If you're editing a report template in Partner Edition, you'll only be able to select Overall Budget here.

      From Date Range, select the period you want the column to cover.

    • Formula

      In Name, add your own title for the column if you like.

      In Formula, build up the formula using any columns to the left of your formula column.

      From Insert, select the columns you want to include in your calculation.

      Click mathematical operators in the menu to select them. Enter other signs such as brackets using your keyboard.

      Learn more about creating a formula

      Image of formula with 'Jun 2016 - Jun 2016 Budget' in it.

    • Notes

      Click into the cell you want to add a note to and select the numbered schedule or text box you want to link to.

      Read the full steps for this process

    • Tracking

      On the righthand side under your tracking category name, select the checkbox next to each option you want to include. If you select more than one, they will be consolidated into the same column.

      Under Date Range, select the period you want this column to cover.

      Under Name, you can see the default name for this column. Click here or in the column header to change the name.

  4. When you've finished editing the layout, click Done.

Edit a custom column

  1. Open the report.
  2. Click Edit Layout.
  3. Click the header of the column you want to edit.
  4. On the right-hand side of the layout, make the changes you need.
  5. When you've finished editing the layout, click Done.

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