Use the Operating Statement Report to list all revenues and expenses for a certain time period. This report is also known as an Income Statement Report.
To run an Operating Statement Report:
From the G/L > G/L Reports menu, select Report Generator to display the G/L Report Generator window.
In the Report ID field, select Operating Statement.
The system populates the fields in the G/L Report Generator window.
From the File menu, select Run Report hot key to display the Operating Statement dialog box.
In the Branch/Territory/All field, enter the branch or territory for which you want to run the report. Enter All to run the report for all branches and territories.
In the As of field, the current date displays. Do one of the following to determine the start date and end date on a report that is designed using variable dates:
Leave the default date.
Select a new date from the calendar.
In the Company Name field, enter the name of the company for which you are running the report.
Note: If the Allow Dvr Update check box in the Options tab in the G/L Report Generator window is selected, you can delete the company name and the template name and enter a different one for the report.
In the Account Template field, select a defined template.
Do one of the following:
Set Options, if needed, and preview the report by selecting Preview Report from the File menu.
See Also: