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Reports by Tracking category and Period

It will be useful to have the option to filter reports by Tracking Category (e.g. by Location) and Compare them to previous period, to see the evolution of one tracking category through a period of time.

Is there any way to do this right now?

7 people like this idea

I agree. I can't find a simple report of one Division (tracking category) by month. Is this not possible?

1 person likes this

This must be done ASAP as it should be a simple report that is holding back the reporting capabilities of the software

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Hello and thank you for posting on the Joiin forum Antonio and thank you to everyone else who has participated. 

We appreciate running reports by Categories for multiple time periods is important to you, the good news is it is an existing part of our roadmap and is something we will be exploring in the future. 

I will keep you posted on our development progress in this forum, our various social media channels and by email, for those of you who have engaged in this forum.

Thank you very much for your input, as ever it is very much appreciated.

Harry :)

I am waiting for this feature before i can sign up to your software.

I have clients that runs on tracking category P&L, thus, it is absolutely crucial to have this feature.

Where is this feature? This was promised 9 months ago and we are now looking at alternative software if Joiin can't deliver this in a timely manner, I can't see that it would be that difficult.

Hi Patrick, thanks for your message, we have a relatively small team here at Joiin so as I am sure you will understand, must prioritise the most popular feature requests.

We have made real strides recently in other areas of the product including, but not limited to Cashflow, KPI reports, Dashboards, Eliminations and adjustments. 

The ability to run reports by Company/ Category and by period is now one of our most popular requests, so naturally is something we will now look at soon. When we begin work on this I will update this forum as well as when we complete the implementation.

Thank you for your feedback and apologies for not getting this feature live as quickly as you may want.

Any questions please let me know.

Harry :)

Very keen for this to be developed.  What do we think the realistic timescale is on getting it implemented, as this would determine whether we sign up to this package or not.  The ability to report a P&L excluding certain tracking categories, by month is really important to us.


Hi Isaac, sorry for the slight delay in getting back to you, I wanted to discuss this with my team in-house, to give you as accurate information as possible. 

Tracking categories by month is one of our more requested features, so it will be something we look to do in the nearish future, however, I will stress it is a potentially large piece of work so it may take time to implement. We do not have an exact time frame at the moment, however, it is likely to be months, not years away.

Apologies I couldn't give you a more accurate idea of times, if you have any questions please feel free to email or respond to this forum.


1 person likes this

Cheers Harry - will keep checking back!

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