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Status Future consideration
Categories Reports
Created by Vitalie Samohin
Created on Aug 14, 2024

Enhance reporting with Excel Outline feature and ability to filter aggregate functions to exclude zero values

  • Add Excel Outline feature to create multi-tiered reports with data grouped and hidden by default. Perfect example would be a multi-tiered Income Statement that is generated on Account Category by default but (useful for Business Managers) with ability to 'drill-down' further into GL account-level data and transactional level data for each GL account (useful for Accountants & Controllers)

  • Add ability to filter out the outputs of the aggregate functions by value. Example is when we have two transactions related to one order: sales receipt and return receipt. User may want to exclude those orders as, when aggregated, they will show $0 amounts. Cosmos.Hide function partially solves the problem but is limited to cases when User is okay with hiding rows or columns. Sometimes hiding rows/columns is not possible.