| □ | The Profit & Loss Statement compares Revenue to Expenses for All or a selected set of (one or more) Divisions, and/or for All or a selected set of (one or more) Departments, based a chosen (by default the Current) Year, reporting the net difference as the Profit (or Loss - if those Expenses are greater than the Revenue). |
| • | On the Main Menu, Select Reports and Choose the General Ledger sub-menu, then Click Profit & Loss. |
| □ | Profit & Loss Statement tabs - There are three tabs on the Profit and Loss dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Profit and Loss Statement Options dialog
| • | Report Period - Specify the accounting period to be reported. |
| • | Period 1 ... Period 12 - The status of your business based on the transactions that occurred during the select accounting period. |
| • | YTD - By default, the status of your business based all of the transactions posted, up to and including the most recently closed period, but excluding any un-closed month(s). |
| • | Current - The current period representing all dates that fall within the current Fiscal Year including the un-closed month(s) up until Today. |
| • | Report Type - Choose the complexity of the report format. |
| • | Detail - By default, all Groups, Departments and Accounts will be listed. |
| • | Summary - A condensed format summarizing any Groups that were marked Hide on Condensed. |
| • | For Which Department - Report for One or All Departments. |
| • | All Departments - By default, all Departments will be included. |
| • | One Department - You may to choose to have only the balances for a specific Department included. |
| ▪ | Department - Using the Drop-Down Selection List to Choose the desired Department. |
| • | Report Order - Select the sequence in which the information will be listed. |
| • | Department then Account - By default, Report on a Department by Department basis, with all the accounts within each department included in that departments section. |
| • | Account then Department - Report by General Ledger Account Number and then show the Departmental balances for each account. |
| • | Show Groupings on Detail - If a Report Type of Summary is Selected, this option is not available. |
| • | By default, all General Ledger Accounts which have been assigned to a Group and having an active balances, will be listed separately from unassigned accounts |
| • | Each Group's Name and a Sub-Total for each Group's balance will be provided. |
| • | To have all General Ledger Detail listed in Account Number order, and to to eliminate the Group related information or Sub-totals on this Profit & Loss Statement, Uncheck this box. |
| • | Condensed Format - If a Report Type of Summary is Selected, this option is not available. |
| • | Check this box to have the Accounts within the Groups hidden (and just show the Group's name and its Sub-Total). |
| • | Charts - Using the Drop-Down Selection List provided, you may request that a Pie or Bar Chart be included as part of this report's output. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Profit & Loss Statement. |
| □ | The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Profit & Loss - Preview tab
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| • | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| • | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| • | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| • | You may then Click the Up or Down ‚ arrows to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Profit & Loss Statement, and may also be converted to a PDF or various other types of documents, or into an Excel® Spreadsheet file. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | Exit the Preview tab by Clicking the Close button x on the right at the top of the Form. |
| □ | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Profit and Loss Statement - Data View
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| • | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| • | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| • | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | Exit the Data View tab by Clicking the Close button x on the right at the top of the Form. |
