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GL: Departmental 12 Month P & L Statement Tab
Make the following menu selections to display this tab:
eFinancials—Reports—GL Reports—Departmental
Reports—P
& L 12 Month
Use this tab to print a general ledger departmental 12
month profit and loss statement. The report displays the selected period
amount plus the amounts for each of the eleven periods prior to the selected
period, year-to-date actual amount, and the budget amount for the selected
department.
To Print the Report
Note
Before generating this report, you must have set up report formats.
- From the eFinancials
menu, select Reports—GL
Reports—Departmental
Reports—P&L
12 Month.
- Click Select
EntitiesCompanies.
Select the entitiescompanies
for which you want to print the report and click Save.
- Click SelectDepts. Select the departments
for which you want to print the report and click Save.
- From the Fiscal
Year field, type the year for the report (for example, 2008).
- From the Period
field, type the period for the report (for example, 2).
- From the Report
Format drop-down list, select a format from the list established
on the .
- To include unapproved
transactions on the report, select
the Include
Unapproved Transactions check box.
- To
print an analysis for the past 12 months, leave the Rolling 12 Month Analysis check box selected. Or, clear the check
box if you want the report to provide a fiscal year analysis.
- Select one of the
following report printing options:
- PDF
Format: Print the report in PDF format for use in a PDF viewer,
such as Acrobat.
- Create
Spreadsheet: Prints the report in an Excel spreadsheet.
- Click Print.
If you selected Create Spreadsheet, you are prompted to open or save the
report Excel file. Otherwise, the report opens in PDF format.
See Also
Reports
Introduction