Income Statement (Report)
Additional Information
The Income Statement report is a comparison of a summary of actual operations financials against the values from prior year-to-date actual or selected budget.
The displayed account structure is based on the selected Account Map. The report includes a summary and detail view option. The summary view provides high-level information with the ability to drill-down into each of the levels. The detail view displays each section with an additional level of account information; it does not provide any drill-down or hide capabilities.
General
This General area provides options to configure the report.
| Field | Description |
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| Comment |
Enter any comments about the report instance. Comments will display on the report console and the banner page of the report. |
Restrictions
The report includes the following default restrictions:
| Field | Description | |
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Fiscal Calendar |
Enter or select a fiscal calendar. This is the definition of the fiscal years and posting periods for a specified fiscal year. This field defaults to the default fiscal calendar. |
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From Fiscal Period | Enter or select a fiscal period. This is the first date in the date range to include items. This field defaults to the current fiscal period. |
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To Fiscal Period | Enter or select a fiscal period. This is the last date in the date range to include items. This field defaults to the current fiscal period. |
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Account Map | Enter or select an account map. This is a hierarchical group of accounts in the system that is used to structure data on the report. |
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Financial Comparison Type |
Select if the report compares Actual to Previous Actuals or Actuals to Budget. This field defaults to Actual to Previous Actuals. |
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Currency Type |
Enter or select the type of currency to display on the report. This field defaults to Document Currency, but available options include Document Currency, Company Currency, and Base Currency. |
| Account Budget |
Enter or select an account budget. This is a company's financial forecast for a range of posting periods, which is typically a financial year. This field is required when Financial Comparison Type is set to Actuals to Budget. |
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Include Image |
Select to include an image. This field defaults to the image defined for the Report Model or Theme. |
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Include Banner |
Select to generate the banner page on the report. By default, this field is set to generate the banner page. |
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Display Detail | Select to generate detail level information in the report. By default, this field is set to generate the summary version of the report. |
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Include Retained Earnings |
Select to include retained earnings for the Fiscal Period year. | |
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Monetary Scale | Select if the monetary values in the report should be scaled, or divided by a number, to reduce the amount of space used. By default, Ones is selected, but available options include None, Ones, Tens, Hundreds, Thousands, and Millions. |
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Monetary Nbr of Decimals | Enter the number of decimal places to display for monetary values. By default two is selected, but the value can be between zero and three. |
| Organization Map | Enter or select an organization map. This is a hierarchical group of organizations in the system that is used to structure data on the report. | |
| General Ledger | Select to include items from the general ledger. The default is true. | |
| Allocation Ledger | Select to include items from the allocation ledger. The default is false. | |
The report includes the following optional restrictions:
- Company
- Currency
- Organization
- Organization Map Level
Sorts
The report includes the following sorts:
- Company Code
- Company Name
- Organization Code
- Organization Name
- Organization Map level 2 - 6 Name