I am looking for a template or instructional video that will allow me to use full historical detail in the GL to generate a full historical picture of the financials (Trial Bal and/or Fin Sum). Someone pointed me to something similar in the past for a PandL. This assistance would be appreciated. Thank you.
We have a multitude of options available for Financial Information.
The Configuration Tool has many examples that are advanced pre-built reports: https://clearify.com/wiki/view/4260/selecting-analytics
Excel - using regular pivot tables. Best for the Financial Summary subjects.
Excel PowerPivot - best for manipulating General Ledger Details:
Another great example for Detailed Profit and Loss is found here: https://clearify.com/wiki/view/3352/profit-and-loss-detail This one has many monthly calculation examples that QQube is currently missing from the out of the box experience, e.g. ytd, last ytd, last month, current date, etc.
Crystal Reports: We have some excellent pre-built examples if you have Crystal Reports
In QQube 6.x we came out with a Freestyle Profit and Loss option that contains 10 years of data, aggregated to the day for actual, budget, and forecast. https://clearify.com/wiki/view/3704/profit-and-loss-freestyle
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