Financial Reports

There are different ways to get the data you want, WM2. You can either customize the report or export it to Excel.

I'll use the Balance Sheet Standard report as an example. Here's how you can customize it to show the account's CP, PP, CP vs PP, Current YTD, Previous YTD, and their Variance:

1. Click Reports at the top and select Company & Financial.
2. Select Balance Sheet Standard.
3. Click the Customize Report and go to the Display tab.
4. Under the COLUMNS section, mark the following boxes:
   • Previous Period and $ Change
   • Previous Year and $ Change.
5. Click OK.

This should display the information you need.

I am curious of what report did you use. Depending on the report, I might be able to provide different customization steps.

Additional details about this would be much appreciated.

Select the Reports from the icon bar, then Company and Financial. The list that opens on the RH side includes what you are looking for: Select a report - I would try P&L Previous Year Comparison - and Customize the report to include the options you need.  The dates can be adjusted to cover various period comparisons as required. See screenshot below.