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