Open topic with navigation

GL: P & L Comparative

Make the following menu selections to display this tab:

eFinancials—Reports—GL Reports—P & L Comparative or
ePO—Reports—P & L Comparative

Use this tab to print a general ledger comparative profit and loss statement.

ClosedReport Description

This comparative profit and loss statement displays the month-to-date actual amount, month-to-date budget amount, last year month-to-date amount, year-to-date actual amount, year-to-date budget amount, and last year year-to-date 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—P & L Comparative. Or, from the ePO menu, select Reports—P & L Comparative.
  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, 2008).
  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. 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.
  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

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.