Grouping & Reports
Refer to the video on this feature at our YouTube Channel.
Grouping enables you to view and report on your data in a summarised way for easier analysis. You can see the effects of grouping in CFM's various reports: Calendar View, Graph View, and Exported Reports.
The Occurrence Dates Report does not summarise transactions by group, but it does indicate which group transactions belong to.
Reporting – Ungrouped Transactions
- To show individual transaction detail, check the “Show detailed tooltips” box.
- To show individual transaction detail, check the “Grouped” & “Detail” boxes.
Export Model – Transaction
- You can elect to report by group by checking the “Grouped” box underneath the heading. The report will be ungrouped otherwise as shown above.
Reporting – Grouped Transactions
Here’s how the reports look once we’ve grouped the transactions – and you can group as many transactions into as many groups as you like. These are reported at the group level of creditors, debtors and tax.
To show individual transaction detail, uncheck the “Show detailed tooltips” box.