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Status Planning to do
Workspace Reckon One
Categories Reports
Created by Guest
Created on Dec 13, 2019
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RKN1-I-461 Classification Reporting.

Add Classification field filter to P&L, Balance Sheet and Account Enquiry reporting Merged

It would be nice to report against a selected Classification to provide sub-P&L or sub-Balance sheet reports. Current Reckon One reporting is across all transactions for the selected period with no option to filter out transactions.

An example, in our case, might be to report on transactions that have been classified as Property and would provide P&L performance on the property segment of our investments.

The ability to "Classify" transactions already exists in Reckon with the "Classification" field at the Transaction level so lets start making use of it please!

Implementation would be very simple, one extra drop down field in the "More Options" area of the reports and perhaps show the "Classification" choice selected, perhaps after the title  of the report when run.