[BBednar]

We’ve got some very old Financial Reports in our system, and some of these reports are laid out like this: (For example, an Income Statement report)

Financial Row 1

Item: Name

Financial Row 2

For some reason, I can’t do this anymore. (It’d be nice to be able to add that layer of granularity in new reports, because I’m getting requests for reports that ‘look’ like the old one, and the heirarchy of our accounts is too deep for them to drill down through).

I’m able to add things after Financial Row 2 (so after Ordinary Income / Income / Account string), but this is already way too deep for them to go.

Is there a tick box or something I’m missing? With most reports, I can add columns and set up the heirarchy however I want, but for these, I’m up against a wall.

Thanks!

-Brad
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[arequino]

Hi Brad,

Are you customizing an Income Statement Summary report? If yes, you may try to customize the report again. My understanding is you need to show the Item hit on the Accout for each Financial Row.

I can think of two possible solutions.

Solution 1:

Kindly go to the Edit Columns link >Under the Add Fields section > Expand the Financial Folder.

Look for Item Subfolder> and click to add Name. This should pull up the Item Name that were hit by the transaction under the Account for Financial Row 1. If the transaction did not have an Item selected (example: Bill added with an Expense instead of Item), the Item Name column it will be blank.

Solution 2:

Instead of doing solution 1, customize the report again and go to Edit Layout.

Highlight one Financial Row or section.

There is a field called GROUP BY which is set to Account by default. Under it is “THEN BY” field.

Set THEN BY = Item.

Click Preview to review if it meets your requirement.

[BBednar]

Thanks for the advice, but the problem is this:

I have an old Financial Report that looks like this photo — as you can see, the heirarchy in the columns is:

Financial Row 1Item: FRS Number______Financial Row 3

Now, when I make a new report, I can only add things to the right (or below) the two parts of the financial row; it won’t let me put anything above or between those two initial pieces of heirarchy… when what I really need is an Income Statement that has, at it’s top level, some custom fields from the ‘Account (Line)’ area, but I currently can’t make that happen, and having to drill down deeper to get to the information is causing issues for some of my users.

[arequino]

Thanks for clarifying this for me Brad.

The Financial Row columns that you see when you customize a Financial Report is a hard coded column. It is being prevented to be moved/removed for a reason. One reason explained is because the Financial Row columns are actually linked and result in correct naming and hierarchical enumeration of the account list when you run the report.

The related Enhancement for this that you can vote for is Enhancement 203045.

Do you really need the Row Layout from the Financial Report? If you need to have a Custom Field from Account record to be added to the first column of the report, we may probably try a different type of Report.

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