Profit and Loss of tracking categories - categories displayed as rows.
Basic example of summary required is in the picture below. This layout basically contains the details of the Profit and Loss by Tracking Categories report but as a summary and without General Ledger Accounts. The current profit and loss only allows the tracking categories to be across the top as columns but sometimes you just want a summary of the Categories themselves and if you have lots of categories it is easier to read having them down the page as rows instead.
The Tracking Category summary report shows them as rows but only allows you to show one section of general ledger accounts at a time.
The Account Transaction report filtered by category only shows a detailed view, not a summary and doesn’t show the net profit at the bottom.
I use tracking categories for fundraising events and activities of our non profit. It would be great for our committee volunteers could view this information quickly without having to add things up themselves or change in excel.
I’m sure a drill down function would be great for this too, but this format would be a great start.
An option to hide category options with 0 in both income and expense would be required, as would a filter to choose which tracking category header you are doing the report for and dates.
I imagine this would also work well for funded projects.