This is the way I created my reporting, all within GetGrist I only use Excel to be able to import the auditfile, which can not be imported directly. Because importing files can have a load of records I created a blank file within Getgrist where only “Indeling” is filled. Then I import the audit file with grootboekrekeningen/ledgers, transacties/transactions, and relaties/relations like debtors and creditors).
After import GetGrist will show me all ledgers with a value, so I can easily filter which ledger needs to be linked (zoek indeling is empty)
In the transactions I have only 4 additional fields, “mutation / equals ns1:amnt”, “relatie / linked to name of the relation”, “aangepast / changed” and “opmerkingen / notes to write what I changed and why”
So basically this is my easy way to use Getgrist to check everything.
Btw I haven’t show all pages/widgets, like in relations I check if all transactions are booked at the same ledger and several checks the if auditfile is correct.