User Support Forum

Has anyone done any customization to the financial reports should as the Balance Sheet.

I would like to run a report to compare, lets say June to May and have a column that shows the change. I see there is possibly a report writer, but I don't know how to access this.

Any help would be greatly appreciated.

stjuccman

Well, I do not think there is a standard report that does this, and perhaps creating a custom report is possible, but may be more difficult.

If it was me, I would simply use the standard 'balance sheet by month' report, for the months you desire. Then, save-as an excel file, then in excel manually do the difference.

Actually, I would probably create an excel template, and then every month I want this report done, export the standard report to excel, then copy/paste the values into my excel template so it auto-calculates what I want and maintain the format / look that I want.

Again, a custom report is probably possible, but I think that is more work than simply exporting and using excel to do the differences.