Create Report for Actuals Only

Rick H · ‎June 05, 2019

Hi All,

Just some background; I am trying to build a report that will show actual account balances across twelve months. The Budget Vs. Actual report is great for this, however I need to update this sheet monthly and would like to avoid having to delete out the budget columns each time.

Therefore, I was hoping someone could explain how to build/run a report that would only show GL account balances similar to the Budget Vs Actuals report minus the Budget columns. I would like to keep detail from the report as well. Any help would be greatly appreciated!

Thanks,

Rick

ShiellaGraceA · ‎June 05, 2019

Hi Rick H,

You can use the Profit and Loss Standard report so you'll be able to see actual account balances. I'll show you how to do it.

Click Reports.
Click Company & Financial.
Click Profit & Loss Standard.
Click the Dates drop-down and change to This Fiscal Year.
Change the Show Columns drop-down to Month.

Feel free to read this article for details: How to customize your Profit and Loss report.

For future reference, you might want to check out this handy article about built-in financial reports: Customize company and financial reports.

If you have additional concerns, please let me know. I'm here to help you some more.

View solution in original post

ShiellaGraceA · ‎June 05, 2019

Hi Rick H,

You can use the Profit and Loss Standard report so you'll be able to see actual account balances. I'll show you how to do it.

Click Reports.
Click Company & Financial.
Click Profit & Loss Standard.
Click the Dates drop-down and change to This Fiscal Year.
Change the Show Columns drop-down to Month.

Feel free to read this article for details: How to customize your Profit and Loss report.

For future reference, you might want to check out this handy article about built-in financial reports: Customize company and financial reports.

If you have additional concerns, please let me know. I'm here to help you some more.

Rick H · ‎June 06, 2019

Thank you Sheilla this is very much appreciated!!

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Create Report for Actuals Only