Statement of Financial Performance
Generate the Statement of Financial
Performance/Income Statement. The report works with the transaction date
of the financial entries. It is also known as the profit and loss statement or
the statement of revenue and expense. It focuses on the company’s revenues and
expenses for a given period. It is one of three important financial statements
reporting on the entity’s performance.
Video tutorial
For a visual
guide, watch the video link - https://www.youtube.com/watch?v=Beqd1UsLP-8Overview
Learn More: For a visual guide on using this report, Watch the Video Link - https://www.youtube.com/watch?v=DAaMGD1IZyI
The Security option is available under the Report Section of the Role Setup > Reporting > Statement of Financial Performance (Income Statement) Report.
Go to Reporting -> Accounting-> Statement of Financial Performance.
The reports have selection options whereby you can drill down information to branch level etc. The following selections are available on this report:
Report Type: Detail report or MIS monthly breakdown
Branch: This field is optional. You can generate the report for transactions which were created on a specific branch
Region: This field is optional. You can generate the report for transactions which were created on a specific region
Transaction Date Start: This is a required field. The date must be in the format: dd/mm/yyyy. Specify a date range.
Transaction Date End: This is a required field. The date must be in the format: dd/mm/yyyy. Specify a date range.
Hide Zero Listings: You can generate the report without ledgers with a zero balance.
Create spreadsheet: Indicate if you want the report to be generated in a spreadsheet format.
For Report Columns, follow this link .