P&L vs Budget Export

Report Summary

Printed Report Title: Budget Scenario: <budget name>

Profit and Loss report (aka P&L or Income Statement) formatted for Excel export with comparison to a selected budget.


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

Controllers, Bookkeepers, and financial stakeholders would run this when they need to transfer the P&L data into an Excel sheet.


Key Requirements

You must have at least one active Budget Scenario



Since this report is formatted for export, it will look a bit strange when previewed. Select the export icon from the preview window and choose an Excel format that is NOT "Data only."


Parameter Entry Options

Required: Budget Scenario


Parameter Entry Image


Report Sample Image (partial) 









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