I am trying to create a large report that must be done weekly. It involves:
Must have:
- 35 Departments to report on
- Each on its own page
- Each page is a Transactions by Account Report for that specific Department
- Summary page of a Comparative Income Statement without the Department
- Summary page of a Comparative Income Statement with the Department
- Presented in Excel format
Like to have:
- Summary page Departments link to Department page
- Each tab named for the Department or report it is displaying
So far:
- I have created a Report Group in "My Reports" that holds all the Transaction by Account Reports that are needed
- ISSUE: When displaying the report, it is the report that was originally created and you have to manually change and refresh to the new dates (that's a lot for 35 departments!)
- ISSUE: Each is a separate report that has to be converted to Excel (again, 35 separate reports)
- I can build the report (as an instance in time) manually
- ISSUE: Can't get Microsoft Office Documents to allow me access to anything to rebuild or upload that file there
Any help (including pointing me towards a Sage University classes, or YouTube videos!) would be appreciated!
