Income Statement Analytics
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Unlike standalone reports, Income Statement Analytics Reports are framework-based, providing users with the flexibility to edit and customize the report structure according to their preferences and analysis needs.
To access and work with Income Statement Analytics Reports in XoroERP, follow these steps:
Navigate to Reports > Accounting > Income Statement Analytics.
Clicking on the Report icon allows you to print the report in either "Grid" or "Pivot Table" format, offering versatility in data presentation.
Report Filters: These are predefined filters at the report level, including Period, Sales Store, Item, Description, and Brand. Users can select filter options from dropdowns but cannot directly edit these filters.
Pivot Table Rows and Columns: These sections display fields and hierarchies for organizing data in the pivot table format, providing a structured view of financial information.
Users can edit column fields in the Income Statement Analytics Report by clicking the settings icon next to each column header. This feature enables tailored data presentation based on specific reporting needs.
The toolbar provides users with a range of controls aimed at enhancing the management and customization of the income statement report.
File:
Save My Layout: This option enables users to save their current report layout, preserving any modifications made.
Restore Layout: Users can restore the previously saved layout of the report using this option.
Restore Filters: This functionality allows users to revert any applied filters to their original settings.
Save as New: Users can save the current report as a new file, allowing for versioning or different configurations.
Tools:
Expand All: Users can expand all sections of the report to view detailed data.
Collapse All: This option collapses all sections of the report, providing a more concise view.
Fill Group Cells: Users can fill empty cells within grouped sections of the report with relevant data.
Hide Group Cells: This option allows users to hide empty cells within grouped sections, streamlining the report's appearance.
Export:
Grid: Users can export the report data in grid format, retaining the tabular structure of the report.
Chart: This option enables users to export the report data in chart format, providing visual representations of the data.
Users can seamlessly switch between grid and chart formats to suit their analysis needs, leveraging the diverse presentation options offered by the Income Statement Analytics report in XoroERP.
Overall, Income Statement Analytics Reports in XoroERP empower users to conduct in-depth financial analysis, customize report layouts, and make informed decisions based on comprehensive and flexible reporting functionalities.
Users have access to layout and formatting controls, allowing them to customize the appearance and structure of the report for improved readability and data analysis.
You have the option to specify the layout preferences for the report, determining how it will appear both on-screen and when printed. You can do so by clicking on the Options button. It will open the popup window where you will get the followig options:
Grand Totals: This setting determines the display of grand totals within the report. You can choose whether to include grand totals or not, and specify whether you want them to be shown for rows only, columns only, or both.
Subtotals: Similar to grand totals, this setting controls the display of subtotals within the report. You can choose whether to include subtotals or not, and specify whether you want them to be shown for rows only, columns only, or both.
Layout: This feature enables you to select from various layout options, including compact, classic form, and flat form layouts, providing flexibility in how the report is presented and organized.
To Apply click on the Apply button.
When you click on the Fields button, a popup window will appear, providing access to edit the fields within the Report view. Within this popup, you have the capability to add or delete fields according to your requirements. Tick the checkbox next to the fields you wish to include in the Report view. Additionally, you can rearrange the order of fields by simply dragging and dropping them as needed.
The popup window allows you to organize fields by dragging and dropping them into different relevant sections: Report Filters, Columns, Rows, or Values.
For instance, if you wish to include fields such as Item Value, Order Quantity, or Order Value for analysis, you would drop them into the Values section within the Fields window.
To filter the report based on a specific field, simply drag and drop it into the Report Filters section. This allows you to refine the data displayed according to your criteria.
If you want to present a specific field as a column within the report, drag and drop it into the Columns section. This arrangement facilitates easy comparison of data across different fields.
Calculated Value - If you wish to include calculated values in the report, you can achieve this by clicking on the Calculated Value button. This action will open a dropdown menu offering various options for calculated values. You can select the desired values from the dropdown menu and then drag and drop them into the report.
In addition to selecting values from the dropdown, you have the option to customize formulas by editing them in the empty field provided below the dropdown menu. This flexibility allows you to create complex calculations tailored to your specific reporting needs.
Furthermore, if you prefer to calculate individual values separately, you can enable this feature by clicking the Calculate individual values button. This functionality ensures that each value is computed independently, providing granular insights into your data analysis.
