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Profit & Loss Monthly by Year

Report Summary

Frustrated because the P&L reports aren’t organized in monthly columns? Time to relieve that pressure with the Profit & Loss Monthly by Year report. All 12 months are displayed and you have a few options to control the report output.

 

Default Location in Orchestrated

Financials > Financial Reports > Orchestrated Reports > Profit & Loss Monthly by Year

 

Parameter Entry

Required:

  • Calendar Year: just as text, eg ‘2016’
  • Enter Display G/L Level: options 1-4 for the account level detail (examples of Levels 1 and 4 are shown below)
  • Display a %?: options for ‘None,’ ‘% of Total Revenue’ or ‘% of Drawer.’

Optional:

  • Show Accounts with No Activity
  • Ignore Adjustments
  • Show G/L Numbers
  • Display in $1000’s
  • Select Division (choose a specific business segment)

 

Report output (Level 1 G/L designated):

 

Report output (Level 4 G/L accounts):

 

 

Version 4.5.1.0

 

 

 

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