KPIs and Management Reports

Custom Columns

2min

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Custom columns let you add additional data to your Profit and Loss and Balance Sheet. To enable a custom column, toggle on the Custom Column property in a report.
The options for a custom column are:
Option
Custom Column Data
YTD
year-to-date totals
Prior Period
the prior period data
% of Income
% of the current period's income (P&L only)
% of Expenses
% of the current period's expenses (P&L only)
Year-to-date custom column
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When comparing against a prior period, you can also add $ Change and % Change columns.
When comparing against a prior period, you c
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Updated 25 Mar 2024

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The Executive Summary

Report Templates

Option	Custom Column Data
YTD	year-to-date totals
Prior Period	the prior period data
% of Income	% of the current period's income (P&L only)
% of Expenses	% of the current period's expenses (P&L only)