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Setting up report to show cumulative amounts

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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

   

   I'm a fellow user.

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

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

   

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

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

   

   cumulative report for itemized payees-year to date

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

   

   That sounds more like the Transactions Filter report.

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

   

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

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

   

   The Subtotal by Payee option perhaps (Description = Payee)

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

   

   where do I find the Subtotal by Payee option?

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

   

   Call up the Transaction Filter report

   Click on edit button

   Click on Don't Subtotal Field

   Select Subtotal by Payee

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

   

   GREAT! IT WORKS!

   Thanks so much!

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10. System closed this discussion on 03 Mar, 2020 09:50 PM.