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Level 1

Customize Profit & Loss to have current period column & a year-to-date column.

How can I get the Profit & Loss Detail Report to have a column for current period (month) & a column for year-to-date?

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Moderator

Customize Profit & Loss to have current period column & a year-to-date column.

Hello 1sttimeuser,

 

We're unable to directly pull up the Profit & Loss Detail report with two different report periods.

 

Though, we can pull up two Profit & Loss Detail report (with their respective report periods) one at a time. Then, we can export them to Excel. Let me show you how:

  1. Pull up the Profit & Loss Detail report and set the Report period.
  2. Click the Run report button.
  3. Export the report to Excel.
  4. Pull up and export another Profit & Loss Detail report with different report period. You can follow Steps 1-3.
  5. Manipulate the two exported reports using Excel.

Let me know if you need more help in managing your reports.

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Level 15

Customize Profit & Loss to have current period column & a year-to-date column.

As stated that two column report you asked for is not available, but as long as you do not want to print it out or print it landscaped with small type, if you create the report by month, the ending column is the year to date numbers

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