GL: Statement of Operations

Make the following menu selections to display this tab:

eFinancials—Reports—GL Reports—Statement of Operations

ePO—Reports—Statement of Operations

Use this tab to print an operations statement.

ClosedReport Description

A statement of operations is a statement showing the revenues and the expenses of the business for a specific time period. This report is run for all selected EntitiesCompanies and for the selected Fiscal Year, Period, and Report Format. Unapproved transactions can be included or excluded.

The report shows MTD Actual, MTD Budget, YTD Actual, YTD Budget, Annual Budget and Budget Remaining. Annual Budget is the total of all budget amounts for the year, based on the default Budget Version for the EntityCompany. Budget Remaining is the Annual Budget amount minus the YTD Actual amount. An optional selection parameter allows you to include unapproved transactions.

ClosedTo Print the Report

Note Note

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

  1. From the eFinancials menu, select Reports—GL Reports—Statement of Operations.
  2. Click Select EntitiesCompanies. Select the EntitiesCompanies for which you want to print the report and click Save.
  3. From the Fiscal Year field, type the year for the report (for example, 2014).
  4. From the Period field, type the period for the report (for example, 2).
  5. From the Report Format drop-down list, select a format.
  6. To include unapproved transactions on the report, select the Include Unapproved Transactions check box.
  7. Select one of the following report printing options:
  8. 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

Fiscal Year Close

System-Performed Tasks