Reports

Skrooge allows you to build highly customized reports, for a deep analysis of your financial status.



A report is composed of a table (on the left) containing all data used to draw the graph (on the right). The table can be filtered using the dedicated field above, causing the graph to be redrawn with filtered data.

You can choose to display only the table, only the graph, or both.

Set up report

Representation

Table Only

Display only the table, and hide the graph.

Graph Only

Display only the graph, and hide the table.

Both

Display the table and the graph.

Data

This is where you choose what is the data to be present in the report. Select what will be shown in lines and in columns, and the mode of computation. There are two distinct values for the mode:

Sum

In this mode, the total amount of operations for each month will be computed. If you selected "category" in line, and "month" in column, this will compute the total amount of operations for each category and for every month.

History

If we reuse our previous example ("category" in line, "month" in column), we will have here a cumulated sum, i.e. for each month, we will compute the total amount of operations up to this month, for each category.

As a hand on example, this author uses this mode to draw the evolution of his accounts balance by setting "Accounts" for Lines, and "Month" for Columns.

For lines and columns, it is possible to expand the level of data presented using the plus icon right of the field. Use this to show subcategories in the report.

Dates

Use this to specify the date range for your report. You can use several ways to specify the date range, that should cover pretty much every possible date range you need.

Operation Types

Select the type of operations you want to include in your report. For example, if you want to draw a graph showing your expenses distribution per category, you probably do not want to include "Incomes" to your report.

Graph Types

Once everything is set up to your needs, you should select the graph appearance using the drop down box below the graph. To better understand the differences between each type, let us build a report showing expenses per category (lines) and month (columns):



Stack

One bar per line, columns stacked.



The second bar (yellowish) shows category "Security", all months stacked up.

Histogram

For each columns, every line has its own bar.



Line



Point



Pie

The classical pie graph. If the selected value for column is different from "nothing", displays one pie per column.



Concentric Pie

This one is a bit tricky, and probably needs rework on our side. The intention is to show one ring per level of data.



Zoom on graph

Skrooge makes it possible to zoom in a graph for getting all the small details. Use the zoom control zone above the graph:



Report Examples

Here are some screenshots showing some classical report configurations. You may use them as a reference for your own reports.

Incomes and Expenses

For each month, compare the total amount of incomes versus the total amount of expenses. Incomes are in blue, expenses in yellow.



Balance Evolution

Show the evolution of the final balance on a monthly basis.



Incomes and Expenses

Display the distribution of expenses per category for the previous month.



Going Deeper

So you know you can make a deep analysis of your finances thanks to reports. But how deep is deep ? Well, that's even deeper than you imagined... If you're interested, read the hands on exercise analysing this author's expenses during its holidays :)