Income Statement - Comparative screen

Use the Income Statement - Comparative screen to create a report of actuals for the current year and the previous year for a selected period. You can print or save this report. You can also drill down from summary level amounts in the report to view the corresponding transaction detail. See Working with Drill-Down Reportsin the ProContractor Help for general information about drill-down functionality.

Note: To open the Income Statement - Comparative screen, click Financial > Reports > Income Statement - Comparative in the All Tasks pane.

You can control the output of the Income Statement - Comparative report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Company - Click to select the company for the report. This field is required.

Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.

Period Start Date - Enter the start date to use for the report, click to select the date from the calendar, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. If you leave this field blank, the report shows month-to-date and year-to-date information up to the Period End Date. If the period start and end dates are in different years, the report reflects the selected time span ending with each of the years shown.

Period End Date - Enter the end date to use for the report, click to select the date from the calendar, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.

Click to select the fiscal period and year for the report from a filtered list. If you know the period end date you want for the report, you can enter it, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. If you enter or select a date that is not a period end date, ProContractor clears the field. This field is required.

Accounting Basis - Select Accrual to show posted transactions with an accrual accounting basis. Select Cash to show posted transactions with a cash accounting basis.

Include Pending Amounts - Select the checkbox to show both pending and posted activities in the report. Deselect the checkbox to show only posted activities in the report.

  • Print By - Click to select the account information to include in the report. Select Account Type to show each account type in the report, but not show account information. Select Account to show each account in the report, but not show divisions. Select Division to show each account and its division in the report.

  • Print Subaccounts - Select the checkbox to group and sort the report by subaccount instead of account.

  • Print Account Number - Select the checkbox to show the account numbers in the report.

  • Include Zero Balances - Select the checkbox to show all accounts that have a non-zero beginning balance and/or a non-zero transaction amount in the report.

    Tip: You can use the Modify Reports screen to customize the format and layout of this report.

For more information on running the report, see Run and Print Reports.

Note: ProContractor uses the period end date of the Income Statement - Comparative Report and fiscal period definitions to determine the report period for the Account Transactions Report. For example, suppose you generate the Income Statement - Comparative Report with a period end date of 1/31/2017. In this example, assume that the first day of the corresponding fiscal period is 1/1/2017 and the first day of the corresponding fiscal year is 10/1/2016. If you drill down from the Month to Date Current Year column in the Income Statement - Comparative Report, the Account Transactions Report displays entries that fall between 1/1/2017 and 1/31/2017. Alternatively, if you drill down from the Year to Date Prior Year column, the Account Transactions Report displays entries that fall between 10/1/2015 and 1/31/2016.