Follow

Profit & Loss with YTD

Report Summary

Printed Report Title: Profit & Loss w YTD

Standard Profit and Loss statement with YTD comparison based on selected range.

 

New Features

This latest version (Released Dec-2014) includes 2 new features: EBITDA sub-totals and Revenue Comparison Groups. 

EBITDA Sub-Totals

GL accounts can be flagged to be excluded from EBITDA sub-totals.  (Earnings Before Interest, Taxes, Depreciation & Amortization)  Flagged G/L Accounts will appear below the EBITDA sub-totals.

REVENUE COMPARISON GROUPS

G/L accounts can be flagged as part of a "Revenue Comparison Group."  This allows you to view a subset of accounts within their own "Mini P&L" separate from the overall report.  This is great when you want a filtered look at revenue and expenses that are only associated with a specific part of the business like a restaurant or tap room.

 

Default Location In Orchestrated

Base Module: Financials > Financial Reports > Orchestrated Reports

Reports Module: Reports > Financials > Orchestrated Reports

*These are the standard default locations. Your locations may be different.

 

Typically Used by

Owners, shareholders, Comptrollers and key management would run this to view the total revenues and expenses for given time periods compared to the same time period the prior year. 

 

Key Requirements

EBITDA Sub-totals are defined in Financials > Chart of Accounts

Revenue Comparison Groups are defined in Administration > Set-Up > Financials > Revenue Comparison Groups

 

 

Tips

Assigning a G/L account to a Revenue Comparison Group DOES NOT affect the standard P&L report.   All accounts will show on the standard P&L, regardless of whether they are assigned to a Revenue Comparison group.

Parameters "Hide $0 accounts" and roll up summary are both great for a shorter, summary report

 

Parameter Entry Options

Required:
Start and End dates
Hide $0 accounts - Accounts with no activity will not show on the report
Hide G/L account numbers - Displays account name only
Roll up summary? - Does not show individual G/L account details

Optional:
Select Project  
Division Segment

Show Revenue Comparison Group after Main?  (shows a separate mini P&L with only accounts assigned a Revenue Comp group)

Parameter Entry Image

 

 

Report Sample Image (standard report )

 

Report Sample Image ( Revenue Comparison "Mini P&L" )

Report Sample Image (EBITDAT Sub-total)

 

 

Version 4.5.1.0

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments