Breakdown charts are useful for comparing key accounts within a company, or comparing the performance of your divisions, departments, locations or any other segments within your business.

For a consolidated group, you can use Breakdown charts to show a breakdown of results of underlying companies.

Adding breakdown charts to your report

To add breakdown charts into your report, proceed to the sidebar on the left side of the Report Editor and select the ‘Charts’ tab.

By default, you will see a range of Revenue trend charts to select from. You can use the smart text filter at the top to find your desired breakdown chart, and add it to your report by clicking, or dragging and dropping.

Breakdown charts can be recognised in the sidebar as a horizontal bar chart.

Customising a Breakdown chart

To customise a breakdown chart, simply hover over it, and click 'Edit' to bring up the properties panel. You can also double click anywhere on the chart to edit.

Breakdown by Account

By default, the chart will show a breakdown by 'Account'. This shows a selection of key account classifications (based off your classifications in 'Step 3 - Chart of Accounts' of the company settings).

Breakdown by Division

Note: This option is only available if you have already imported divisions for your individual company.

Alternatively, you can also choose to breakdown by 'Division'. This will show a comparison across any divisions, departments, or locations you have imported for this company.

Breakdown by Company

Note: This option is only available when adding Breakdown reports for a consolidated group.

This will show a breakdown across any companies that you have added into the consolidated group.


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