Reports - Financial - Income Statement - Trending

Overview

This report provides a periodic view containing similar information to what appears on the Income Statement Report for a single Fiscal Year (up to 13 periods) but with many more configurable options.  This report can be run showing Actuals (based on General Ledger entries) through a certain date and then the remaining periods to reflect Plans to provide a view of potential year end results.  This report also provides the optional ability to compare Actuals to your Budgets or Previous Year Actuals, or even Budgets to other Budgets.

Drill Down Note:  Actuals values can be clicked to run the GL Details Report for that period.

Roles

This report is available to users having any of the following roles:  Administrator and GL Viewer.

License

This report is available with the Project Financials family of Unanet licenses.

 

Topics covered on this help page include:

 


Selection Criteria

Field Descriptions (click on a link below for additional information)

 



Example Report Output

 

 

Report Generation Notes:

 

 

Note the output will display No Rows Found in the following situations:

 

See Report Generation Notes for more information about the values on this report.

 


PDF and Excel Output

On this report you will notice the pdf () and Excel () icons, which can be used to produce the report output in these alternative formats.

 

Related Topics