Can you create a profit loss statement using the report tool?

[jthompson789]

Is it possible to create a simple profit loss statement using the report tool with totals and subtotals between revenue and expenses? 

[BenMoss · Accepted solution]

I'm sure you can do this yes. I'd probably generate those values before building out and using the report tools though. I.e. using the summerizr tool to create a total value and then unioning this to your main data stream to give a total row. Performing the same process with a group by to get your sub-total rows.

Does that make sense?

[jthompson789]

Thanks for the suggestion. I will try it out and post a response and let you know.

[DavidP]

Here's one I did earlier.

I created some dummy data with a text input tool. The page is then built as follows:

1. Create the report name.

2. Build the summary table column by column separately and put them together at the end.

a.) Column 1 is the category names (static)

b.) Column 2 is the notes (static)

c. and d.) Column 3 and 4 are the figures, which are taken from the Text Input tool.

You use Union tools to join objects vertically and join multiple tools to join objects horizontally.

Finally, you use a Render tool to generate an output file - in this case a temporary PDF file.

If you give me an example of what you're looking for, I could play around with it.