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Pivot Table Reports

Pivot tables let you cross-tabulate your ledger data across any combination of dimensions — entity, account, business partner, currency, tax code, and more. Unlike the formula-based Table report, a pivot table is driven by dimension and measure selection rather than manual row definitions.

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.

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