Dynamic Column Creation in Reports

I would like to have the ability to automatically create multiple columns on income statements, balance sheets, and similar reports based a set of selected criteria. This would be in lieu of manually having to build out multiple columns and changing one filter item each time.


For example, if I wanted an income statement with columns for each department, I would be able to select an option like "create multiple columns for each________" and then a drop down giving options like "department", "Project", "Fund", etc. Then when running the report, the included columns would be dynamic and only generate for instances where there were transactions to report for any given department.


In my current use case, I want to create an income statement for a single department with columns for each project that department is involved with. However, in our situation Projects come and go, so it is challenging to be sure that we are always including all necessary columns when setting this report up. Plus it is a tedious task to add 20+ columns and changing the project filter and title on each. It would be much more efficient to just be able to select something like, "display separate Columns for: projects"


This would be similar to the functionality already available where we can "print separate statement for each" but instead of of creating along multi-page report with separate statements, it would consolidate data horizontally.


This would also be helpful for manipulating displayed columns based on date ranges too. Giving the option such as, "display columns by": and then easily switch between month, quarter, year, week, would be very helpful as well. instead of needing to have multiple saved reports with different column patterns saved.

  • David Ullrey
  • Oct 23 2024
  • No Status
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