Account Schedule: Profit and Loss Management Report

Business Central/NAV User Forum
1

Hi All!

I have actually prepared a Profit and Loss Management Report for a new company on Navision 4.0.

The column layout for the report are as follows:

  1. Actual, Budget, Variance (Current Period).

  2. Actual, Budget, Variance (Balance from Start of the Fiscal Year to the end of the Current Period).

I need to display these figures in a single report.

Actually I have been able to set up the column layout for the Current Period but I am having problem with the second one.

Anyone can help please?

Thnks and Rgds

Beatrice.

2

What have you set as the column type in the column layout?

3

For the Current Period columns, I have used the column type: Balance To Date.

For the periods ranging from start of fiscal year to end of current period, I have used a column type: Year To Date.

Do you think this is right?

Thnks and Rgds

Beatrice.

4

For Current Period I would use Net Change and set your date filter to the current period in the Ac Schedue overview.

Sometime since I did this, but I think you are close if one set worked.

5

My report is running OK.

I have set the column layout for current period as Net Change, and for the second column type it is Year To Date.

Thanks very much.

Rgds

Beatrice.

6

Hi Beatrice, thanks for the feedback. It helps us all to know that the issue is resolved. But one more thing, could I ask that if you get answer to an issue, please markt he topic as STATUS : RESOLVED, and also give the thread a star rating to say how good the advise was. 1-not too good, 3 = good 5 = great.

Thanks.