Generate a month-by-month P&L trend


C

clovisjim

All,

I am looking to generate a month-by-month (or by fiscal period) trend in QBs. Is there an easy way to setup this report to look at my periods side by side to spot trends?

Thanks in advance for the help.

Jim
 
Ad

Advertisements

M

Mark Bole

All,

I am looking to generate a month-by-month (or by fiscal period)
trend
in QBs. Is there an easy way to setup this report to look at my periods
side by side to spot trends?
Thanks in advance for the help.

Jim
Sure. For example, take the standard P&L report, call up the Customize
Report dialog, change the Report Date Range to suit your needs, and
also, under Columns, select "Display Columns by {Quarter, Week, Month,
Year, etc} across the top".

This can then be exported to Excel for further analysis, if desired.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

Monthly Breakdown on P&L 2
Exporting P&L with Months in one spreadsheet 5
Issues when Generating Monthly Report 1
Month By month Sales Report 8
P&L Question 1
P&L analysis 3
P&L Formatting 2
P&L Report 3

Top