MKMS Help

Yearly Income Statement

This Help File Page was last Modified on 03/04/2014

Yearly Income Statement

This Help File Page was last Modified on 03/04/2014

Previous topic Next topic  

Yearly Income Statement

This Help File Page was last Modified on 03/04/2014

Previous topic Next topic  
The Yearly Income Statement presents a detailed Income Statement for a specified calendar Year for All, or specifically selected set of (one or more) Departments.
To view this report, from the Main Menu, Select Reports and Choose the General Ledger sub-menu.
Select the Financial Reports option, then Click Yearly Income Statement option.

 

Yearly Income Statement report tabs - There are three tabs on the Yearly Income Statement report dialog.
Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesYearlyIncomeStatementOptions

Yearly Income Statement - Options tab

 

Year - Enter the Calendar Year for this report which, by default, will be the Current Year.
Use the Drop-Down Date Selection Box to Choose a different Year.
Department - Specify All, or specifically select a set of (one or more) Department(s).
All - By default, All Departments will be reported.
Specific - To specify which Department(s) will be included on this report:
oClick the Specific button.
oClick the Ellipse to open the Select Department(s) dialog.

HelpFilesSelectDepartmentDialog

 Select Department dialog

 

oCheck the Selected box of each Department that is to be included in this report.
oClick the OK übutton to Close the Select Department dialog.

 

HelpFilesYearlyIncomeStatementSpecificOption

Department - the Specific option selected

 

oThe Number(s) of the Selected Department(s) will be inserted into the Specific field.
Division - Optionally, this Yearly Income Statement may be limited to the Financial Transactions posted to a specific Division.
oTo do so, use the Drop-Down Selection List provided to Choose the desired Division.
Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Yearly Income 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.

HelpFilesYearlyIncomeStatementPreview

Yearly Income Statement - 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.

 

HelpFilesPercentageOfViewAdjuster

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) HelpFilesPrintIconthe displayed Yearly Income 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 HelpFilesEmailButtonto 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.

HelpFilesYearlyIncomeStatementDataView

Yearly Income Statement - Data View tab

 

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.