3 Month P & L Statement Tab

eFinancials—Reports—GL Reports—P & L 3 Month or
ePO—Reports—P & L 3 Month

This report is available as a Standard Report or an Alternate Report. It provides a three-month profit and loss statement for a selected period. The report displays the current month amount plus two months prior to the selected month, year-to-date actual amount, and the budget amount for each account defined in the report format. An optional selection parameter allows you to include unapproved transactions.

Note

Before generating this report, you must have set up report formats.

From the eFinancials menu, select Reports—GL Reports—P & L 3 Month. Or, from the ePO menu, select Reports—P & L 3 Month.
Click Select EntitiesCompanies. Select the entitiescompanies 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.
To include unapproved transactions on the report, select the Include Unapproved Transactions check box.
Select the type of report you want to print: Standard Report or Alternate Report (refer to report description).
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.

GL: P & L 3 Month