Custom Reports Ready for Testing

Hello ACCOUNTS beta testers. We have finally finished the Custom Reports feature, that I wrote to you earlier about (at https://software4nonprofitsbooks.wordpress.com/2017/03/06/accounts-custom-reporting/).

This is a pretty major feature, and the programming was pretty complex, so we would really appreciate it if as many of you as possible could give it a try and let us know what you think – especially if you run into any problems with it, incorrect results etc.!

As mentioned in that previous post, with Custom Reports you can specify a report of up to 4 columns, each of which is Income and Expenses, Budget, or a Difference between two previous columns. Each column has its own date range, either specified explicitly by you, or with a named range like “Last Month”, “Year to Date” etc., that will be recalculated every time you use the report (if you Memorize it).

You also get to specify the heading for each column in the report, the report’s title, whether it is for all funds combined or split out by fund, and the level of accounts to include (top-level etc.).

You get the beta test (pre-test) version 1.42 Beta1, that includes Custom Reports (on the Reports menu of course) from www.software4nonprofits.com/accounts/pretest.htm.

Be sure to click the Help button on the new Custom Reports window to learn all about it – though if you want to try without that, to see how self-explanatory it seems, that would be fine too!

Please reply with any testing results either with a regular Comment on this blog, or by direct email. Thank you!