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Income statement

Posted on by 13
How do I generate an income statement showing the figures for the different months separately, instead of just one column for the selected months?
  • JH-23071029-0 Profile Picture
    JH-23071029-0 13 on at
    Income statement
    Thanks everyone for the solutions!
     
    KasparsSemjonovs Thanks for the link!  realised that I am missing one column and has to add it via the personalize.
     
    It works fine now.
  • JH-23071029-0 Profile Picture
    JH-23071029-0 13 on at
    Income statement
    Thanks Ben.  The link is very helpful as our version is the new one with the Financial report.
     
    I'm trying to build an income statement showing the specific months but it's giving me the cumulative numbers.  Could you help to advise what exactly went wrong?
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 68,480 Super User 2024 Season 2 on at
    Income statement
    Hi, I mentioned in the post below that the default Income Stmt. is selected in Financial Reports (Account Schedules). So you need to create or modify standard Financial Reports (Account Schedules).
     
    More details about Financial Reports (Account Schedules):
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,476 Super User 2024 Season 2 on at
    Income statement
    You use the Financial Reporting (previously called Account Schedules) to build your Income Statement comparison report.  Below is the link to the Microsoft Learn Segment on Financial Reporting.  There are a few other options, but this is the starting point.
     
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,660 Super User 2024 Season 2 on at
    Income statement
    For that You would need to set up additional columns, and provide the Comparison Period Formula.
    Look at these examples (they are from NAV, but the principles of setting them up are the same)
     
     

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