Hi, first time poster but have been hiding in the shadows for a while.
I have a problem around hierarchies and groupings that I've been struggling for quite some time to solve, and have come here in search of advice.
The End Goal: To display account balances grouped by account type (revenue and expense), sub totals and totals included. These accounts also belong to an account structure based on our organizations layout with a maximum of 8 levels. Users need to drill down from highest level to lowest level and see sums for revenue / expense on each level.
Sample Account Columns: Acc_id, Account_Type, Budget, Actual, L1_ClassID, L2_ClassID, L3_ClassID, etc...
I've easily been able to create groups for each Level ID, which allows drill down through the hierarchy. My problem is breaking out revenue / expense at each level.
I've attached a sample of how the report should look and work. Any ideas or suggestions would be greatly appreciated!