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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.

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—Departmental Reports—P&L 12 Month.
  2. Click Select EntitiesCompanies. Select the entitiescompanies for which you want to print the report and click Save.
  3. Click SelectDepts. Select the departments for which you want to print the report and click Save.
  4. From the Fiscal Year field, type the year for the report (for example, 2008).
  5. From the Period field, type the period for the report (for example, 2).
  6. From the Report Format drop-down list, select a format from the list established on the Report Formats Tab.
  7. To include unapproved transactions on the report, select the Include Unapproved Transactions check box.
  8. 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.
  9. Select one of the following report printing options:
  10. 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

 

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