Enhanced Statement with Groups | Income/Expense Accounting

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The Enhanced report with groups is a statement that shows a summary of the financial position and performance of your business. Compared to the Enhanced report, it is the most complete and detailed version, because, in addition to the main totals, it also displays subgroup totals.

This way you not only have an overview, but you can also analyze in detail income and expenses grouped by categories or sections, getting a more precise and in-depth picture.

How to get the Enhanced report with groups

  • Go to Report > Enhanced report with groups.

Options of the Enhanced report with groups

From the Enhanced report with groups dialog you can:

  • Include all groups → all the groups present in the Accounts and Categories tables are printed.
  • Exclude single groups or accounts → if you don’t want to show them in the report.
  • Split by period → for example, in the first half-year you can choose a monthly or quarterly breakdown.
  • Split by segments → useful to distinguish results by projects, sectors, or other business areas.

All the sections of the Enhanced report with groups are explained on the page Enhanced Balance Sheet with groups, with reference to double-entry accounting. 

The exceptions in the contents are the following:

In the options, besides the Accounts settings there are also those related to Categories, but the approach is the same.

 

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