□ | 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). |

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). |
▪ | Specific - To specify which Department(s) will be included on this report: |
o | Click the Specific button. |
o | Click the Ellipse to open the Select Department(s) dialog. |

Select Department dialog
o | Check the Selected box of each Department that is to be included in this report. |
o | Click the OK übutton to Close the Select Department dialog. |

Department - the Specific option selected
o | The 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. |
o | To do so, use the Drop-Down Selection List provided to Choose the desired Division. |
• | Print - Click the Print button 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. |

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. |

▪ | 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 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 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. |

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. |