[Kathy Woll]

We need an income statement by parent class – meaning that it would include all transactions the involve the subclasses. Is this possible? I have been unsuccessful getting data by selecting the parent class.

Thanks
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[daveweez]

Yes, we would like this too (For Location, Department, Or Class). I think it is unavailable currently.

~~Enhancement # – 108496 Ability to roll up sub-departments under their parents on the Income Statement/ Balance Sheet Summary Reports

[arequino]

Hi, have you tried to set the Column footer field from Total to Class (Hierarchy) or Department (Hierarchy) ? Does it arrive at your expected results?

[Kathy Woll]

Hi Just tried that and it did not work. I also just posted a new note, because I wanted to vote for the enhancement, but even though I am administrator I cant get to Suiteideas to vote for it.

Thx

[Kouji]

Hello all,

I was not able to get the Parent Classification as a column, but I was able to get them to show as Rows.Go to Reports>Financial>Income Statement>Customize Summary
Click on Edit ColumnsExpand the Budget and Financial folder>Class sub-folder
Click on the field “Name (Grouped)”
On the right pane, click on the newly added column
Click the <-Move button until it becomes greyed out
Check the "Group With Previous Column" box

Click on More OptionsSet the Expand Level to 3

Click Preview
Note: You might need to toggle around the Expand and Collapse button until you see the desired results

I hope this helps.

[Author]

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