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Financial Statement

  • 28 April 2023
  • 3 replies
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C
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Userlevel 1

I need in formatting profit and Loss financials Statement so that you can see it monthly. As a trend Like January to April 

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Best answer by meganfriesen37 28 April 2023, 22:25

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Robert Sternberg
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Hello!

Have you tried using the Data Source on your Column Set to adjust the Period?

 

 

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
C
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Userlevel 1

Am new to acumatica so its like talking im Latin right now. I will try to go to data Source

meganfriesen37
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Userlevel 7
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Take a look at the comments from Tim here:  https://www.augforums.com/forums/acumatica-analytical-report-manager-financial-report-writer/rolling-12-month-report-profit-loss-pl-in-acumatica/#post-9290  He’s got a bunch of great screenshots of how to do a monthly P&L / Income Statement

Megan Friesen, Contego Software Solutions, Canada

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