Printed Report Title: Profit & Loss w YTD
Standard Profit and Loss statement with YTD comparison based on selected range.
This latest version (Released Dec-2014) includes 2 new features: EBITDA sub-totals and Revenue Comparison Groups.
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.
EBITDA Sub-totals are defined in Financials > Chart of Accounts
Revenue Comparison Groups are defined in Administration > Set-Up > Financials > Revenue Comparison Groups
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
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
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)