Financial Performance (income statement)
Run a quick view of your financial Performance, Profit and Loss or Income statement report
Go to General Ledger Module > Reports > Financial Performance
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Check that you are running the correct date range
The system defaults to Level 1, should you wish to see more details on your income statement change this to higher levels.
Print Type – is set to standard layout by default, one can change this to see Budget View, Year to Date and compare a period last year.
Click on the search button.
On screen is a summary of your Financial Performance , on the right column the system gives you the year to date figures.
Click on the Print button to view the Financial Performance
The user can click on the account name to view related transaction that amounted to the figures shown.
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