Build Profit and Loss Statement in a Table?

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  • Updated 3 years ago
We have Accounting Seed installed in Salesforce and remarkably they do not have a tool to export financials to excel! So, I am trying to see if I can build some reports in skuid. 

I am struggling to build a P&L that has Accounts grouped by type and than further grouped by subtypes. 

For example, "Utilities" needs one total and then the subcategorized by Water, Electricity, etc. Then all that needs to be divided into values by months in any given year.

Trying to squeeze a spreadsheet out of a table is a bit like trying to get orange juice from an apple, but...any ideas?
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Anna Orias

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Posted 3 years ago

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mB Pat Vachon, Champion

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Hmmm... best handled by a proper Object Structure along w/ Tables, Drawers and an inline snippet..