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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.
Report 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.
To Print the Report
Note
Before generating this report, you must have set up report formats.
- From the eFinancials
menu, select Reports—GL Reports—Statement
of Operations.
- 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, 2014).
- 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 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
Fiscal
Year Close
System-Performed
Tasks