P & L QTD Statement

Use this tab to print a general ledger profit and loss statement that prints Actual and Budget figures for the quarter-to-date (the selected month plus two months prior).

This profit and loss statement displays the quarter-to-date actual amount, quarter-to-date budget amount, year-to-date actual amount, and the year-to-date 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 QTD. Or, from the ePO menu, select Reports—P & L QTD.
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, 2012).
From the Period field, type the period for the report (for example, 2).
From the Report Format drop-down list, select a format.
If you have separate budgets set up for eFinancials and ePO, at Budget Source select a budget source for this report. If you do not use separate budgets, this field does not appear.
To include unapproved transactions on the report, select the Include Unapproved Transactions check box
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 QTD Statement