Subtotal Reporting

PlanGuru allows you to either include or exclude detail within subtotal groupings.

To include or exclude subtotals from your reports follow these steps:

  1. Go to Reports on the left-hand side of the screen and select the financial statement you would like to print.
  2. In the Print Financial Statements dialog box, click the formatting button.
  3. From the Report Options dialog box navigate to the Report Body tab.
  4. Check or uncheck the "Group subtotals into a single line" checkbox according to your requirements.