[GNC] "Comparative" reports?
Michael or Penny Novack
stepbystepfarm at comcast.net
Wed Jul 19 19:31:19 EDT 2023
Not only can you create the two reports, export them, and print them to
look at side by side. But you can also use your favorite full function
editor to place them side by side. And do not that some editing might be
necessary in any case because the reports from consecutive periods might
not line up line by line (the CoA might have changed). And that also
lets you annotate any unusual items. And level of detail could be
different in different versions depending on audience.
Mind I was Treasurer of a number of orgs and current year vs past year
customary. Since at the time I was a recently retired pro, and although
not fluent, could at least read/understand LISP (scheme is a LISP
dialect) I asked the fellow board member of one org who was a
lawyer/accountant should I create such custom reports. He said, "Mike,
don't bother. Export the raw reports and assemble the finished product
using a full function editor." Besides what has already been mentioned,
can pretty print, insert logos, insert fixed text <like explanation of
depreciation policy>
Built in is good if/f it does exactly what you want/need.
Michael D Novack
On 7/19/2023 7:00 PM, Simon Roberts wrote:
> Hi all, I just got home from a very positive meeting with my CPA (showing
> them my books, since I took over my own bookkeeping, and thereby also
> showing them GnC, with which they were impressed).
>
> They raised a question; Is there a built in mechanism for "comparative"
> reporting? For example, showing income from Jan 1 to date, alongside income
> over the same months in the previous year?
>
> Clearly not a big deal, since I can just create two reports and print them
> then look at them side by side, but it's what that "other" program does,
> and it makes them feel cozy.
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