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Income statement

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Posted on by JH-23071029-0

How do I generate an income statement showing the figures for the different months separately, instead of just one column for the selected months?

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KasparsSemjonovs 4,840 Super User 2026 Season 1 on at

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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)

How-to Create Column Layouts for Account Schedules in Dynamics NAV - ArcherPoint

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Ben Baxter 7,115 Super User 2026 Season 1 on at

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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.

Create financial reports in Microsoft Dynamics 365 Business Central - Training | Microsoft Learn

Best Regards,

Ben Baxter

Accent Software Inc

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YUN ZHU 101,995 Super User 2026 Season 1 on at

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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).

https://yzhums.com/43664/

More details about Financial Reports (Account Schedules):

https://businesscentralgeek.com/how-to-use-account-schedules-in-business-central

https://ebs.com.au/blog/understanding-account-schedules-microsoft-business-central

Hope this helps as well.

Thanks.

ZHU

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JH-23071029-0 17 on at

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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?

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JH-23071029-0 17 on at

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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.

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