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Pro Forma Income Statement

Report Summary

Printed Report Title: Pro Forma Income Statement

Preparing financials for a bank or outside investment company? This report assists in that preparation but display a future-based income statement. Most used as a financial tool to see how the year is going to progress given a particular budget or forecast. The blue values indicate where a forecast is being considered.

 

Important Notes

  • You must have a budget AND forecast in the system for the report to run correctly.
  • A price list must be chosen to associate with your forecast

 

Where is this report?

  • Base Module: Financial → Financial Reports → Orchestrated Reports
  • Reports Module: Reports → Financial Reports → Orchestrated Reports

 

Parameter Entry Options

Required:

  • First of month date: You must set to the FIRST day of the month in order for budget and forecast to line up properly.
  • End of month date: You must set to the LAST day of the month in order for budget and forecast to line up properly.
  • Select a Budget
  • Select a Forecast
  • Select a Price List: Must be associated for forecasted values
  • Choose a G/L display level:(1 - 4)
  • Choose a percentage (None, % of drawer, % of revenue)

Optional:

  • Show G/L numbers
  • Display in $1000's
  • Hide $ Symbol
  • Select Division

 

Parameter Entry

 

 

Sample Report 

 

Version 4.4.1.0

 

 

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