P&L vs Budget Export

Owned by Megan Smith (Unlicensed)
Last updated: Jan 19, 2015 by James Koenig (Unlicensed)
1 min read

Version: 150113

Printed Report Title: Budget Scenario: <budget name>

Report Summary

Profit and Loss report (aka P&L or Income Statement) formatted for Excel export with comparison to a selected budget.

Default Location In OBeer

Base Module: Financials > Financial Reports > Orchestrated Reports

Reports Module: Reports > Financials > Orchestrated Reports

*These are the standard default locations. Your locations may be different.

 

Typically Used by

Comptrollers, Bookkeepers and financial stakeholders would run this when they need to transfer the P&L data into an Excel sheet.

Key Requirements

You must have at least one active Budget Scenario

Tips

Since this report is formatted for export, it will look a bit strange when previewed. Select the export icon from the preview window and choose an Excel format that is NOT "Data only."

Parameter Entry Options

Required: Budget Scenario

Parameter Entry Image

 

Report Sample Image (partial)