Report Option for Revenue by GL Account Totals

[NicoleMZ]

There should be an option to build a Report that allows you to generate just the totals for the GL Accounts.

Right now we are running a Revenue by Account report and you have to scroll through hundreds, sometimes thousands, of line items before you can get to the total for that GL Account. The workaround I was given for this is to filter the "Item GL Account Name" one by one, export each, and then combine them all into one report. This leaves too much room for error for one. And for another is much more time consuming than generating one report that summarizes each account.

COMMUNITY-I-2763

[Sheena_Palacios · Accepted solution]

Hey @NicoleMZ - try creating a custom report using the template called: Invoice Items and add the "Item GL Account Name" as a column, then group it and you should be able to see the sum for each on one report.

Here's a screenshot: