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How to add Totals by Department in Income Statement?

edited May 17, 2023 7:20PM in Ask A Guru 7 comments

Hi,

My customer has custom fields for Department Groups & Financial Grouping and doesn't have a Parent-child relationship or Sub Departments.

They want to know if there’s a Filter they can add to the Standard out of the box Income Statement to get Totals by Department Groups with a Total for all Department Groups?

If I use the Income Statement and Filter the Column by Department or Department (Hierarchy), it will only show my standard Departments in Columns. On their case, they have a Custom Field to group their Departments.

Thanks,

Sheryl


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