Enhanced interface

Create a custom profit and loss report (YTD)

One of the reports that you can install from the Financial Reports Library is the Profit and Loss 12 Month History report. You can install and duplicate this report, then customize it to suit business or reporting needs.

Install the Profit and Loss report from the library

Locate the Profit and Loss report to base your report on and install it. Determine your selection by your desired output.

Go to General Ledger > All > Financial reporting > Financial reports.
From the Create dropdown button, select Create from library.
Optionally select Layout to see what the report contains.
Select Install next to a report you want to install.
Optionally, change the Report name to the report name you want to appear in your company.
Select Save.
When you're finished, select Done to return to the reports library. The installed reports appear in your Financial reports list.

Go to General Ledger > All > Financial reporting > Financial reports.
Select QuickStart library on the upper right of the page.
Optionally select Layout to see what the report contains.
Select Install next to a report you want to install.
Optionally, change the Report name to the report name you want to appear in your company.
Select Save.
When you're finished, select Done to return to the reports library. The installed reports appear in your Financial reports list.

Customize the report

Go back to the main Financial Reports list and select Edit for your newly installed report.
If the account group selected during the installation needs to be changed, tab to Rows and select Select account groups. Make any changes or additions needed.
Hover over any unwanted account group and select Remove to remove it from the report.
Select the Filters or Format tabs to make any filtering or formatting adjustments to the report.
For multi-entity Global Consolidation companies, specify the location.
Select Preview and select Live report (HTML) to review the report output.
Select Save.