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Ability to change the sort order of accounts in Profit and Loss and Balance Sheet reports

angef

ability to change the sort order of accounts in Profit and Loss, and the Balance Sheet reports
Profit and Loss and Balance Sheet reports to sort account order accord to Account code

Status: Already Offered

Comments

Rav

Hi @angef, welcome to the Reckon Community and thanks for raising this idea 🙂

I think I may have some good news for you!

We're actually running an early access alpha testing period for some new improvements to selected reports in Reckon One (more info on this here) and the Profit & Loss and Balance Sheet reports are part of this.

More importantly though, I believe the improvements that you're looking for are available in the new report upgrades and I'll include an example below 👇

New Sort order options for reports (available in Alpha)

The upgraded Profit & Loss and Balance Sheet reports include the ability to sort by account order, account name and account code.

Would that suit what you're looking for?

We'd love for you to join the alpha testing period to get early access to this and provide your feedback if you'd like? Let me know and I'm more than happy to arrange that for you.

angef

Hi @Rav,
I would like to join the alpha testing period.
Regards

Rav

Awesome! I've got this arranged for you so you now have early access to the report upgrades for testing and feedback.

Also, apologies I didn't include the link to our early Alpha testing announcement which has more info on the new upgrades in my previous reply but I've edited it now and you'll also find it HERE as well.

I'd strongly recommend checking out the info in that post as it includes more details on the new features and functionality that is currently available during this early access period.

angef

Hi @Rav,

just tried it

angef

@Rav Hi, I don't have access to any of my reports

Can you please fix

Rav

Is that message appearing on any report you try to access now?

I'm going to shoot through an access request to your book, it'll come through separately as an email, could you please grant access so we can take a closer look.

angef

Hi @Rav Access granted

Rav

Thanks for that, we've just made a small change on our and and I've just had a quick look and I can see reports are generating correctly now. Can you please refresh the page and check on your side and let me know if its ok for you?

angef

Hi @Rav ,
allows me to set the sorting, how do I get it to display the actual report?
The report is only displaying the account names, no values are being displayed

Rav

Could you give me an example to look at ie. Which report are you looking at specifically, what time period and which sort option have you selected?

angef

@Rav
when account id's are displayed

angef

@Rav
when account id's are not displayed

Rav

Do you have the Account Code column toggled on in the report settings? (Example below)

angef

@Rav , yes. There seems to be an issue with the P&L

Rav

Your screenshot shows the toggle for account code is off. If you switch that on, then hit the Refresh report button at the bottom, is the account code column not appearing in the P&L report for you?

I've just had a quick look in your book and I can see the account code column appears in the P&L when that option is switched on and the refresh report button selected.

angef

Hi @Rav ,

It seem that the Amount selector is off and cannot be switched on

Rav

Ahhh the amount column, ok that makes more sense. Sorry, I was only focused on the Account Code option.

To be honest, I can't seem to replicate that when I'm looking at your book. The amount toggle and all other options seem to be available.

Could you do me a favour and save that P&L report as a Custom Report and give it a name like Rav to Review or anything that's easy for me to identify and I can take a look at it?

angef

@Rav , saved the P&L as Rav to Review

Rav

Awesome, thank you.

Just had a look at that and the other custom report you had saved. I could definitely see what you meant in the custom P&L that you had saved as a custom report.

I've tested it out and if you take a look at either of those custom reports now, I believe they should both show the account code and also the amount columns in the P&L's.

Could you check it out for me when you can and let me know?

angef

Hi @Rav, thanks for the fix … Its working now

Rav

Awesome, thanks for confirming and also really appreciate your patience.

Would be keen for you to try out more features of the new report upgrades and see how they work for you.

If you have more feedback, we'd love to hear it 🙂

angef

@Rav, keen to provide feedback for enhancements. I was a system tester in my old life

Rav

Excellent! We've definitely got the right person! 🙂🙂

There's a link to share feedback in both the header and footer when you're in one of the new reports which will go directly through to our product team for review.

Alternatively, you can share it right here on the Community as well 🙂 It might be better to share it separately from this particular post, so just click HERE to create a new one.

Lastly - feel free to delete that custom report you had created for me to review so it doesn't clutter your list 🙂

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