Profit & Loss Budget Report

Owned by Van Ho (Deactivated)
Last updated: Jan 12, 2015 by Monica Chand (Deactivated)
1 min read

Overview

 

Image of report result

Running the report

  1. In the Navigation panel, go to Reports then Form Reports.
  2. In the list of reports find the category General Ledger then select Balance Sheet

  3. Select a parameter some options may be as per image

     Show me

  4. Select the parameter 

  5. Click on Show Report Using Parameters, screen as per below will appear

  6. Start Period and End Period fields
    1. If you require report for 1 period key in same period into both fields
    2. If you require specific range of periods enter the start period and end period for that range. 
  7. Depth- 
  8. If you want zero balances on report visible check the box
  9. Click OK and report runs
  10. Result appears as above image.

Use Case