Setting up report to show cumulative amounts

Forest Clough's Avatar

Forest Clough

03 Dec, 2019 02:54 AM

I would like to set up reports to show cumulative amounts for each reporting name rather than each transaction made. Instead of having twelve individual $12 donations listed at the end of the year to DAV , I want to show that $120 was given by year end report.

Thank you

  1. 1 Posted by dwg on 03 Dec, 2019 03:07 AM

    dwg's Avatar

    I'm a fellow user.

    Have you looked at the Income & Expense - Summary report. This only gives category totals

  2. 2 Posted by Forest Clough on 03 Dec, 2019 03:34 AM

    Forest Clough's Avatar

    Almost there. What I want is a report listing accounts and the total for
    each account.

  3. 3 Posted by Forest Clough on 03 Dec, 2019 03:45 AM

    Forest Clough's Avatar

    cumulative report for itemized payees-year to date

  4. 4 Posted by dwg on 03 Dec, 2019 03:53 AM

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    That sounds more like the Transactions Filter report.

  5. 5 Posted by Forest Clough on 03 Dec, 2019 04:14 AM

    Forest Clough's Avatar

    Is there any way for the report to show a list of payees and the total to
    date for each payee?

  6. 6 Posted by dwg on 03 Dec, 2019 05:02 AM

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    The Subtotal by Payee option perhaps (Description = Payee)

  7. 7 Posted by Forest Clough on 03 Dec, 2019 09:12 PM

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    where do I find the Subtotal by Payee option?

  8. 8 Posted by dwg on 03 Dec, 2019 09:27 PM

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    Call up the Transaction Filter report

    Click on edit button

    Click on Don't Subtotal Field

    Select Subtotal by Payee

  9. 9 Posted by Forest Clough on 03 Dec, 2019 09:40 PM

    Forest Clough's Avatar

    GREAT! IT WORKS!

    Thanks so much!

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