Custom reports - start from zero

Hey guys…

I have custom sales reports for every tax year by nominal code. In the below screenshot you can see the categories of my sales.

The problem is, the charts seem to carry on from the previous tax year. If you look at the category ‘Knitting’, the first dot for April shows it slightly above zero. When I go to the next tax year, the starting dots show the values for the end of the previous one.

I want the chart to show the increase of sales over the course of the tax year, i.e. I want the starting dots to show a value of zero. Is there any way to do this?

Thanks!

Hello @emeraldrose

The report will take the values from the nominal code itself, so if at the start date of your graph you have a balance there, it will show on the graph itself.

We can consider adding an option to start it from zero at the start of the period. Would you like me to move your post to the #feature category?

Yes that would be great, thanks very much!

Also note that sales nominals (in fact all profit and loss nominals) will reset to zero when you run the year end process. You only see this artefact on your graphs for years you have not yet closed off.

Hey, thanks for the suggestion! I tried running the report after closing off the previous year, and unfortunately it still doesn’t start at zero. :frowning:

This is cool - I tried to create a report with Sales - General purchases and with no success only show sales on the graph what am i doing wrong?

Hi Scott,

Did you add them as separate lines or group them all on one?

The formula box will sum up all the nominals you give it, so 4000:5999 would sum up the values of all those nominals into one line.

Hello I tried 4000 - 5000 = Sales minus general purchases I will show screenshot

No separate lines just the figure “4000-5000”

I am trying to get on one line Sales - Cost of Sales

(e.g. 4000 - 5000 = Sales minus general purchases). - is an example this seems to do this Sales Plus Purchases


Example is = 4000 - 5000

Am i doing this correctly? or is the example incorrect?
(PLUS) is debiting the amount and - is crediting

If you want the difference between sales and purchases (essentially your gross profit) then it would need to be plus, not minus, since they’re opposite sign - purchases are debit and sales are credit.

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Oh I understand you thank you lol so its because of the debit and credits so it has to be a plus sign thank you

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