Scenario
User want to create a report to display Payments per Vendor with monthly columns.
Solution
1. Navigate to Reports > New Report > Transactions
2. On the New Transactions Report page, set the following:
– Metric = Amount
– Matrix = True
– Component = Entity
– Field = Name
– Column = Month
3. Click on More Customization
4. On the Report Builder page, go to Filters tab
5. Under the Add Fields section, select the following:
– Expand the Transactions folder > Expand the Transaction Type subfolder (first one listed) > Long Name
* In the Filter popup, select Equal to: Bill Payment
– Expand the Transactions folder > Account (Line) subfolder > Name
* In the Filter popup, select Equal to: < select all your Accounts Payable accounts >
6. On the Report Builder page, go to Edit columns tab
– Highlight the ‘Amount’ column > Check the Add Grand Total checkbox
7. On the Report Builder page, go to More Options tab
– Expand Level = Collapse All
8. Rename the report
9. Click Save
Result
