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This report is a pivot grid of all your data for analysis. The pivot grid can also be exported to excel in two different formats for further analysis.

Choose the period of time you want data for, review the available settings and click "Run report...". (The options you choose will be remembered the next time you use the report) 

How to use the pivot grid

Available data for analysis

The top row of the grid is the data not currently being used. These can be dragged to the different areas of the grid as needed.

Conversely, any data being used can be dragged to this bar to remove it from use.


The filter icon provides different filtering options depending on the data type in question.

For example, to compare the third quarter of each financial year (ending June 30), click the filter button on the FY June End box, select the third quarter of each year and click "OK".


The sort icon provides sorting options depending on the data type in question.

For example, in the picture below, the order of both the year and quarter have been reversed compared to the picture above.

Drill down

The drill down icon provides drill down options depending on the data type in question. In the picture below we can see the "FY June End" drill down icon is pointing downwards as we have drilled down in to quarters.

If we click the "Quarter" drill down icon the data drills down in to months.


There are two kinds of export options, "data aware" or not "data aware".

Using "data-aware" mode optimises the export for subsequent analysis of pivot grid data within Microsoft Excel. You can see the grouping available in the first picture below compared to the second picture which is not "data aware".

In both cases, the export still includes any sorting, fitlering and drill downs you have chosen.

Year end dates

Different year end date periods are available for December 31, June 30 and September 30. March 31 will be available soon.