I could easily do each year in a row using a portal, but that is not the way any user of financial information would look at such a report.
Actually one row portals are a commonly used method to arrange date from different records into columns. This need not be a problem for "any user of financial information" as the presence of portals would be transparent and serve only to put the data into columns to produce the format shown on your sample report.
This is called a "cross tab" report and portals are only one option. Calculation fields using ExecuteSQL is another. Both of these methods and others can be set up so that you can designate the year for column 1 and each column to the right is one year different from the one to its left.
But the structure of your two tables for expenses and revenue will be crucial to pulling this off (and I'd use one table to record all revenue and expense transactions in the same table rather than separate tables--makes for simpler reporting.)
Thanks for the input.
Now that I know what to look for - Cross Tab Report - there seems to be a wealth of information out there.
I would concur with Phil that the data is more easily reported from one table.
Thanks for the follow-up. As soon as I started looking for info on cross-tab reports, I was able to figure it out pretty quickly. It may not be the most elegant solution, but it works well.
I will check out the bookkeeping ledger you sent me, to see what else I can learn. I appreciate your follow-up.
My road block has been cleared. And, I am off and running toward my next problem.