Add statistical accounts such as headcount
Statistical accounts are figures that are not money, such as headcount, units or floor area, kept for each company and month on the Statistics screen. You can type them in, upload a CSV file or send them from another system with a key. Each line has its own rule for the group figure, and the lines can be used in reports and dashboards.
Set up a line
In Statistics setup, add a line for each figure you want to keep. Each line has a code, a name, a unit and the number of decimals, and two choices that decide how it adds up.
| Choice | Options |
|---|---|
| Kind | Counted on a day, such as headcount. Adds up over the month, such as orders. Fixed until changed, such as floor space. |
| Group figure | The companies add up. Entered for the whole group. Shown per company only. |
Over a quarter or a year, a line that adds up over the month is summed, and a line counted on a day or fixed until changed takes the last month. If a company's figure is missing, the group figure is left blank rather than added up without it.
An administrator sets up the lines. An administrator or a preparer can enter the figures. Set up a statistic line and How statistics add up have the details.
Bring the figures in
- Enter figures. Type them into the grid by month or by line, or paste a block from a spreadsheet. A figure three times last month's, or a third of it, is flagged for a second look, and you can still save it.
- Upload a file. A CSV file in one of two layouts: one row per line, company and month, or one row per line and company with the months across. Download the template, choose Check the file, then save the rows that pass. A blank cell means no figure, which is different from zero.
- Send from another system. Under Push keys, create a key and send the figures from a script or a no-code tool such as Zapier, Make, Power Automate or Zoho Flow. The key is shown once. Test it now checks a request without saving anything.
Each way has its own article: Enter statistics in the grid, Upload statistics from a CSV file and Send statistics with a push key.
Use them in reports and dashboards
A custom report can have statistic rows, and a calculation row can divide a figure by a statistic, for revenue per employee or sales per square foot. A dashboard component can do the same with Divide by a statistic. The P&L with key figures template starts a report that already uses them. See Calculation and statistic rows and Write a formula for a KPI.
Industry packs
Five industry packs add statistic lines, dashboards and two draft reports each: Services, SaaS, Manufacturing, Retail and Hospitality. See what it adds shows a pack's contents first, and an administrator adds it with Add to this client. Add an industry pack lists what each one adds.