Difference between revisions of "Profit and Loss GL Pivot Reports"
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=== Budget Analysis === | === Budget Analysis === | ||
This report displays your profit and loss figures compared to your budget for each month for a given financial year. For more information on customising this report, see [[Budget Analysis]]. | This report displays your profit and loss figures compared to your budget for each month for a given financial year. For more information on customising this report, see [[Budget Analysis Report]]. | ||
=== Data Source === | === Data Source === | ||
The [[ExcelReportLink GL Pivot Solution Data Source|data source]] worksheet is a standard [[Excel Query Table]] which allows you to configure, restrict or add additional calculations to your pivot reports. For more information, see [[ExcelReportLink GL Pivot Solution Data Source]]. | The [[ExcelReportLink GL Pivot Solution Data Source|data source]] worksheet is a standard [[Excel Query Table]] which allows you to configure, restrict or add additional calculations to your pivot reports. For more information, see [[ExcelReportLink GL Pivot Solution Data Source]]. | ||
Revision as of 19:46, 1 April 2014
Overview
The Profit and Loss GL Pivot Reports workbooks provides the following standard reports.
Standard Reports
MTD Profit and Loss Report
This report displays your profit and loss figures for each month for a given financial year. For more information on customising this report, see MTD Profit and Loss Report.
YTD Profit and Loss Report
This report displays your profit and loss figures for each month for a given financial year as a year-to-date rolling total. For more information on customising this report, see YTD Profit and Loss Report.
Yearly Profit and Loss Report
This report displays your profit and loss figures for each financial year. For more information on customising this report, see Yearly Profit and Loss Report.
Budget Analysis
This report displays your profit and loss figures compared to your budget for each month for a given financial year. For more information on customising this report, see Budget Analysis Report.
Data Source
The data source worksheet is a standard Excel Query Table which allows you to configure, restrict or add additional calculations to your pivot reports. For more information, see ExcelReportLink GL Pivot Solution Data Source.