Reporting

Reporting

How do I print Projections?


Go to Reports or click on the Export button at the bottom of the Profit & Loss Projection page. 

You can export to Pdf or Excel. The pdf report will show all the accounts (ie expanded version). The excel report will show multiple worksheets including a summary (collapsed version), expanded version and also divisional report (if divisions exist).

How do I save a copy of my Original Projections?

The Profit and Loss Projection includes a "Save as" option at the bottom of the page;



This allows you to save a copy of the Projections as the Original Budget. 

After you save as the Original Budget, you will see an option called "Export Original Budget" which allows you to export the budget to Excel;



You can compare you actual results to either Budget or Original Budget under the Actual v Budget Analysis.