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Object documentationProfit and Loss Statement Comparison - Selection Criteria Locate this document in the navigation structure

 

This report lets you compare the profit and loss statements of two companies or periods. Use this window to specify selection criteria for the profit and loss statement comparison report.

To open the window, choose   Financials   Financial Reports   Comparison   Profit and Loss Statement Comparison  . Alternatively, open it from the Reports module.

After defining the report, you can view it in the Profit and Loss Statement Comparison window.

Selection Criteria
Current Company

The following fields contain data from the current company:

  • Company Name, Database Name – System displays the current company and database names, as they appear in the Choose Company window.

  • Date, From...To ...– Click and specify whether to generate the report according to posting date, due date, or document date. Then define the date range for transactions to include in the report.

    Click to define a range based on posting periods.

Comparison Company/Posting Period

The following fields contain data from the company or posting period to which you are comparing the current company/period:

  • Company Name, Database Name, Change – The defaults displayed are the current company name and the current database name, as they appear in the Choose Company window. Choose Change to select a different company.

  • Date, From...To ...– Click and specify whether to generate the report according to posting date, due date, or document date.

    Then define the date range for transactions that you are including in the report. Click to define a range based on posting periods.
Display in Report

You can select the following options to display in the report:

  • Accounts with Balance of Zero – if this checkbox is not selected accounts with balance of zero will not be displayed in the report.

  • Differences in % - select this option to add to the report a column which displays the differences between the compared companies/posting periods in percentage rate.

  • Amount Differences - select this option to add to the report a column which displays the differences between the compared companies/posting periods in percentage rate.

  • Foreign Name – to display the foreign names defined for G/L accounts in   Financials   Chart of Accounts   Account Details   Foreign Name  .

    When this checkbox is selected, only foreign names will be displayed, therefore nothing will be displayed in case of accounts for which the foreign name was not defined.

  • ExternalCode - to display external codes defined for G/L accounts in   Financials   Chart of Accounts   External Code  .

  • LocalCurrency – select to display the results in local currency.

  • SystemCurrency – select to display the results in system currency.

  • ForeignCurrency – select to display the results in foreign currency.
Template

Specify the template to use for the report.

Add Journal Vouchers

Includes transactions in the report that are recorded as Open in journal vouchers, but have not been saved yet in the database.

Ignore Adjustments

Report excludes adjustment journal entries from its balance calculation.
Choose Segments

Opens the Find G/L Accounts window, in which you can select the accounts to include in the report, according to segments.

Note Note

Appears only if the company maintains a chart of accounts based on segments.

End of the note.
Revaluation

Choose to open the Balance Sheet Revaluation window. After you make your selections and close this window, the option next to the button is selected.
Expanded

Opens the Expanded Selection Criteria window, in which you can define additional parameters for the report.

More Information

Expanded Selection Criteria