Create a Profit and Loss Report

Security Note: You need the Allow the user to edit Profit and Loss reports security right in the Intelligent Reporting domain security rights group for this activity.

Activity Steps

1. Open the Profit And Loss Stream.
2. Right-click in the Profit And Loss Reports table and select New from the menu.

   The Profit And Loss Report displays.

3. Update the following fields if required.
   • Name
   • Date—The report displays the historical profit and loss applicable for this date.
   • Comments
4. To override the default parameters from the profit and loss stream:
   1. Select the Parameters tab.
   2. Update the following fields as required.
      • Companies
      • Districts
      • Organisations
      • Material Types
      • Trade Statuses
      • Purchase Contract Statuses
      • Sales Contract Statuses
      • Despatch Order Statuses
      • Include Unmatched Trades

      Note: See Create a Profit and Loss Stream for descriptions of these fields.

5. Click Save.