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Comparative reporting: An easier way to track your business health

SystemSystem Posts: 412 admin

imageComparative reporting: An easier way to track your business health

While you can learn a whole lot from a single report, a lot of the time the most insight into what’s happening in your business can be gained by comparing two reporting periods side-by-side. Compar...

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edited February 21, 2019 in Help Center Discussion

Comments

  • BuzzhornBuzzhorn Member Posts: 4

    Would be great to include more than 2 periods. I'd like to see monthly for a year in one chart.

  • transportmomentum1transportmomentum1 Member Posts: 3

    Can we set this up to work for the balance sheet as well?

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @transportmomentum1! Unfortunately, this is not something that would work with your Balance Sheet. We do apologize for the inconvenience that causes, and hope to flesh this part of the product out further in the future.

  • adamadam Member Posts: 4

    What do the percentages mean? What is the algorithm/formula for how they are calculated?

  • JordanDJordanD Member Posts: 515 ✭✭✭

    @adam The percentages that you would see on the comparative reporting would be the difference from one period to the other therefore showing the increase or decrease month over month.

  • ElizabethWynnElizabethWynn Member Posts: 2

    Could you also make a comparison Balance Sheet report? It is helpful to see changes in various accounts. For example - property, plant and equipment / capital assets. It allows the accountant to more easily see the increase/decrease in the accounts reflecting a potential addition or disposition.

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hi @ElizabethWynn , thanks for the feature idea here. I'll ensure that your feedback gets to our Product team!

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