Monthly Expense Report in Columns

Cindy Bendy
Cindy Bendy
Fourth Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Good Morning,

I'm looking for a report that will print expenses for each month of the year in columns… it could be a P&L… with columns for January - December… This would help tremendously with budgeting… without having to print a P&L for each month. Has anyone found anything like this or created something like this?

Comments

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Cindy Bendy
    You can take any P/L report you have, make a copy and edit the columns to add each month. I haven't come across any prebuilt report with the done already but it is not hard to do either. Just takes a few minutes. Key thing that I learned is after the first column set the dates on all the other columns to be ‘relative’ to your first column so if you ever want to change the date in the future, you only have to change the first column and all the rest will follow.

  • Cindy Bendy
    Cindy Bendy
    Fourth Anniversary Name Dropper Facilitator 1

    @Sylvia Cook Thank you!

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Cindy Bendy
    To build off Sylvia's answer, the limit on the Income Statement & Balance Sheet Reports are 30 total columns, that includes the column for account number and if you have it account name/description. So in theory you could do P&L for whole year, along with budgets for each period etc.

  • Cindy Bendy
    Cindy Bendy
    Fourth Anniversary Name Dropper Facilitator 1

    @Kevin Brazell
    Thanks for the reply Kevin, I did figure it out yesterday.

  • Cindy Bendy
    Cindy Bendy
    Fourth Anniversary Name Dropper Facilitator 1

    @Kevin Brazell
    One thing I couldn't figure out…is how to put a single column for comparing last year… when the columns are different accounts and project codes… I guess, what I need to know is how can I add last year's date to my variables? {Column 3} + {Column 4} + {Column 5} + {Column 6} + {Column 7} + {Column 8} + {Column 9}

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Cindy Bendy You'd need a stand along column(s) . When using functions that add/ sum etc, the date doesn't function on that column because you're telling it, take the amounts from the other columns and total it for you. Weird I know, but it works that way for better or worse.

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Cindy Bendy
    A suggestion is to create a column for the last year dates you are looking for. Hide the column and then add the column to the column with all the formulas.

  • Cindy Bendy
    Cindy Bendy
    Fourth Anniversary Name Dropper Facilitator 1

    @Sylvia Cook
    Got it! Thank you again!!

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