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GL: P & L 3 Month
Make the following menu selections to display this tab:
eFinancials—Reports—GL Reports—P & L
3 Month or—Reports—P & L
3 Month
Use this tab to print a general ledger 3 month profit
and loss statement.
Report Description
This report is available as a Standard Report or
an .
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.
To Print the Report
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.
See Also
Reports
Introduction
Alternate
Report Format