Is there a way to subtotal a cash flow report on four-month periods (3/year)?

SKinTO
SKinTO Member
edited September 17 in Reports (Windows)
The drop down only allows for month, quarter and half-year, not for "thirds"

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited August 14
    I know of no other way to do that other than to export a monthly subtotaled report to Excel and set up the 4 month calculations there.
    (QW Premier Subscription: R44.20 on Windows 10)
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @SKinTO

    You are correct that the options don't include a setting of "every 4th month".  However, you could produce such a report yourself by selecting the "Monthly" setting and then exporting that report - in an Excel Workbook format.  You would use the "Export Report to different formats" button at the top of the report screen.

    Once downloaded it would be very easy to modify the spreadsheet to produce the report you want.

    Let me know if you have any followups.

    Frankx

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