Profit and Loss Statement Budget Report - Selection Criteria

Use this window to specify selection criteria for the Profit and Loss Statement Budget Report.

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

After defining the report, you can view it in the Profit and Loss Statement Budget Report Window.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Selection Criteria

Date
In the ruler, select the required period.

Posting Date / Due Date / Document Date
Specify whether to create the report according to the posting date range, the due date range or the document date range.

Scenario
Select the budget scenario according to which the report should be generated.

Local Currency
Displays the report figures in local currency.

System Currency
Displays the report figures in system currency.

External Code
Displays the external codes of the accounts in the report, as defined in Financials Chart of Accounts External Code field.

Ignore Adj. Trans. (Period 13)
Generates a report without adjustment transactions.

Accounts with Balance of Zero
Report includes zero-balance accounts.

Budget-Relevant Accounts Only
Report displays only accounts with a budget amount.

Foreign Names
Displays the foreign name of the accounts in the report, as defined in Financials Chart of Accounts Account Details Foreign Name field.

Annual / Quarterly / Monthly Report
Specify the required display mode for the report.

Choose Segments
Opens the Find G/L Accounts window, where you can select the accounts to include in the report, according to segments. Note Only available if the company maintains a chart of accounts based on segments. End of the note.

Expanded
Opens the Expanded Selection Criteria window where you can define a range of projects and/or profit centers as additional parameters for the report.