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Version: 141130

Printed Report Title: Profit & Loss Statement w/ YTD

Report Summary

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

Default Location In OBeer

Base Module: Financials > Financial Reports > OBeer Financials

Reports Module: Reports > Financials > OBeer Financials

*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 performance year to date.

Key Requirements

No specific requirements are needed to run this report.

Tips

Select "Hide $0 Accounts" and/or "Roll-up Summary" to get a shorter report. "Hide $0 accounts" hides accounts with no activity. If an account has activity, but a net balance of zero, it will still show up on the 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:
Project code
Division

Parameter Entry Image

 

Report Sample Image

 

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