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Idées AgExpert Comptabilité
Catégories Rapports
Created by Guest
Created on Mar 5, 2026

More flexibility in Income Statement/Balance Sheet report

I would like more options in the income statement and balance sheet, especially the option to show a monthly or quarterly report for the selected year.

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  • Guest
    Mar 6, 2026

    HI there,

    I'd like to be able to see a monthly statement with each month as its own column, or the same thing for quarterly. Right now the only report views are one column for the date range selected or a 5 year report for the range. Seeing a monthly or quarterly trend is helpful.

    Thanks, Mary

  • Admin
    Steve Tippe
    Mar 6, 2026

    Hi there, just a quick clarification so I understand what you're asking for.

    We currently offer our Income and Expense report with the following options in each fiscal year:

    So I can generate the report for each quarter or a range of dates. Were you thinking here something like a table that splits the year into 4 quarters on a single page with a Total column at the end?
    ------------------------------------------------------------------------------------------------
    Income and expense accounts | Q1 totals | Q2 totals | Q3 totals | Q4 totals | Fiscal Year totals
    ------------------------------------------------------------------------------------------------


    The Balance Sheet is not a report that works on ranges but instead reports account balance as at a specific date so I'm not sure how your request applies to that report unless maybe:
    ------------------------------------------------------------------------------------------------------------------
    Asset, Liability and Equity Accounts | Q1 ending balance | Q2 ending balance | Q3 ending balance | Q4 ending balance | Fiscal Year ending balance
    ------------------------------------------------------------------------------------------------------------------

    Please reply to let me know if I'm understanding the request properly. Thank you!!