Total column in Castaway reports

In some Castaway reports like the Profit and Loss and Cashflow reports, Castaway provides you with the option to include a total column that reports a horizontal sum of all the values displayed. This means that the total column will also add up any quarter or year columns that are in your report. 

The Total option is especially useful for users who are reporting on multi-periods e.g. 6 months, 18 months etc. Because of the nature of the total option, we recommend that if your objective is to just report on the annual values, that only you use the Year option in the report date setting instead.

To include the total column in your report, follow the steps outlined below:

1. In the Reporting workspace, click on the report you wish to add the total column to
2. Navigate to the Report View Settings and click on the Total icon to enable it
3. Review your reports to ensure that the total column is indeed adding up the total values, and not double-counting columns like Quarters and Years
4. If they are, you will need to decide to either disable the Quarters and Years columns by deselecting them in your Reporting Period settings, or by deselecting the Total column

Below is a screenshot of an example of a report that has both the Year and Total option enabled. You will notice that the Total column is now overstated as it has also included the Year column.