There is a new P&L reporting template for 2017 which includes instructions on running P&L reports in New Reporting in Pike13. Those instructions are also included below:
- In Pike13, click the bar graph in the top right corner and go to Reporting and Analytics
- Select Financials
- Select Transactions by Invoice Item
- Click on Details
- Click on Filters and then add a new filter
- From the drop-down menu select:
- Transaction Date "is between" and select the desired date range (1st of the month to the last day of the month)
- Click Finish
- Click Summary
- Under "Grouped by" select Revenue Category
- Enter the values in the Payment Amount column into the corresponding row in your P&L document
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