Pivot Table Reports

#Creating a pivot table

1. Navigate to Planning & Reports → Reports
2. Click + Create report
3. Select Pivot table from the dropdown
4. The pivot table builder opens with a two-panel layout:
   • Left panel — configuration (chart name, values, rows, columns)
   • Right panel — table preview and filters

#Configuring the pivot table

#Chart name

Enter a name for the report (required). This is what appears in the reports list.

#Values

Select the single measure to aggregate in each cell:

Option	Description
Transaction amount	Amount in the original transaction currency
Local amount	Amount in the entity's functional currency
Group amount	Amount translated to the group currency

#Rows and Columns

Select up to 2 dimensions for rows and up to 2 dimensions for columns. A dimension cannot be used in both rows and columns at the same time.

Available dimensions:

Dimension	Notes
Document type	AP, AR, JE, etc.
Transaction currency	The currency of the original transaction
Account type	Asset, liability, revenue, expense, etc.
Account	Individual GL account
Tax code	Tax code applied to the line
Tax type	Grouped tax type
Company entity name	The posting entity
Target company entity name	For intercompany transactions
Business partner ID	Customer or vendor identifier
Business partner name	Customer or vendor name
Business partner type	Customer, vendor, etc.
Debit / Credit	D or C sign of the line
Month	Calendar month
Year	Calendar year
Custom properties	Any custom property group configured in your organisation

Each selected dimension has an Ascending / Descending sort order selector.

#Testing and saving

1. Click Test table (bottom of the left panel) to generate a preview in the right panel
2. Review the results — apply filters if needed (see below)
3. Click Save table (top right) to save the report

#Filters

While building or viewing a pivot table, use the filter bar in the right panel to narrow the data:

Filter	Notes
Company entity	One or more entities
Posting date	Date range
Document type	One or more document types
Transaction currency	One or more currencies
Ledger account	One or more GL accounts
Account type	One or more account types
Report category	P&L, Balance Sheet, etc.
Tax	One or more tax codes
Tax type	One or more tax types
Business partner	One or more partners
Business partner type	Customer, vendor, etc.
Debit / Credit	Debit or credit sign
Custom property	Any configured custom property (multiple instances allowed)

#Viewing a saved pivot table

Open any saved pivot table from Planning & Reports → Reports. The view shows:

• Report title and description
• Filter bar
• Pivot table data
• Download button — exports the current view as CSV
• Edit button — reopens the configuration panel to modify rows, columns, and values

#Drilldown

Click any cell in the pivot table to open the drilldown view. This shows the individual ledger transaction lines that make up that cell's value, with infinite scrolling, column visibility controls, and a CSV export button.

The drilldown totals column depends on the selected measure:

• Transaction amount → totals in transaction currency
• Local amount → totals in local currency
• Group amount → totals in group currency

#Editing a pivot table

1. Open the saved pivot table
2. Click Edit
3. Modify the chart name, values, rows, columns, or order
4. Click Test table to preview changes
5. Click Save table to update

#Duplicating a pivot table

1. Go to Planning & Reports → Reports
2. Click the menu (⋮) on a pivot table report
3. Select Duplicate

The copy opens in edit mode with a timestamp appended to the name.

#Related articles

• Reporting overview
• Custom reports and filters
• Exporting reports