Reports - Add quantity column to reports
It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.
You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.
Lastly, it is not possible to add a column to a single section of a report without adding it to the entire report. Even if there was a Qty column to add, this would add it to every note which we don't want.
Example of where we need the above functionality is the standard investments note in the notes to the financial statements section of annual accounts. This needs to show the Qty of shares held or if the client has term deposits the interest rates.
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Jane Beaumont-Orr commented
It would be very helpful to have the ability to add numbers for livestock transactions.
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Rebekah Dorman-Sickler commented
This would be super helpful for our Carbon emission data collection - to track the hours our associates had worked in the last year (all with different rates).
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Suzy Cooper commented
This would help greatly with reducing the extra work we need to do to keep track of quantities.
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P-J Mudie commented
This would be a great feature to have
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Matt Tyler commented
This would massively increase functionality and lower workload for bookkeepers & accountants
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Whitelaw Weber commented
Especially if we can put quantities of Livestock purchased or sold.
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Jan Wilson commented
This would be useful for both us as accountants and clients
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Marcus Schoonderbeek commented
Having the ability to add quantities would be very beneficial to us
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Penny Gough commented
yes it would be desirable for a quantities column
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Sally Williams commented
This should be included as an column option just like the rest of the options available. This would make a big difference for us.
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Ayla-Anne Gwilliam commented
To add quantities to any reports but especially Year End and custom reports would mean a more professional presentation.
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Catriona O'Keeffe commented
Quantity Column in Transaction Reports:
So disappointed not to see an option to include a quantity column in transaction reports.I thought the transaction reports would give me all the quanities of fertiliser purchased, the number of sheep sold etc over a year.
This is data needed for completing carbon audits each year.
I have been adding the quantities religiously when inputting data, so I do hope you can find a way of enabling a "Quantity" column option in Transaction Reports.
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Susan Squire commented
Reports which have quantity, average price, and total:
Payable invoice details (has every transaction and hard to sort into individual items).
Accounts Transition can be sorted to individual accounts, if they had quantity and individual prices it would be easy to see at a glance, total number descriptions items sold ie tons sand, litres of fuel, easy to breakdown into individual accounts add two columns quantity and individual price to the 9 column from Invoices/bills which can already be added to reports.
Individual item sales/purchases. Total sold not really relevant if you cannot breakdown into fine detail.
This would be helpful for filling in carbon footprint forms ie cu/ton concrete used, litres fuel, fertilzer purchased, feed used, and stock sold etc.
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Carrie Sherlock commented
Being able to report on the total price and quantity would allow us to figure out the average price per unit which is required when creating budgets. The information is in the database so why isn't it easily accessible? Please add quantity to the available fields list for reports.