Using New Reporting for Monthly P&L's

Follow

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

2017-02-15_12.18.59.gif

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk