Comparative Profit and Loss – Changing the Comparative Amount

When running a comparative profit & loss report, the comparative amount will be set to the previous financial year period. This can be customised to allow specific comparison periods.

To customise your comparative P&L report:

  1. Go to the Reports drop down
  2. Go to Financial
  3. Go to Comparative Profile and Loss
  4. Select Customise Summary
  5. Click the Edit Columns link
  6. Enter a name for your customised report
  7. Select the Comparative Amount column
  8. Select the Alternate Period Range from the drop down. This can also be set to custom for specific ranges
  9. Click Save

You will then see the new comparative amount period listed on your customised report.

Did this help? If not, try contacting us Submit a request