Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Business Central forum

How to create an income statement for individual accounts in BC?

(0) ShareShare
ReportReport
Posted on by 27

Scenario:

I want to create an income statement for our largest retail account in BC.  I want it to include That accounts sales, minus COGS and COOPS and marketing spend on that account.  How can I set it up?  I've gotten close by using the chain below but the report is incomplete.

Trial Balance>Trial Balance Detail Summary>Income Statment>Date Filter>Department filter (Account goes here)>Document Type"Invoice"

  • Suggested answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    13,695 Moderator on at
    RE: How to create an income statement for individual accounts in BC?

    Are you using the Account Schedule ? If yes, you can just create a total line with formula.

  • Olivere91 Profile Picture
    27 on at
    RE: How to create an income statement for individual accounts in BC?

    Thanks Teddy Herryanto, I was able to pull in all the fields I needed.  Is there a way to have a end balance at the bottom of the report?

  • Suggested answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    13,695 Moderator on at
    RE: How to create an income statement for individual accounts in BC?

    Have you tried using Account Schedules ? You can build your own report using that.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard >

Featured topics

Product updates

Dynamics 365 release plans