GL: Trend Income Statement

Type a description to name the report. This description prints above the Report Title.

The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies for which you have security permissions to view. If you have permission for only one company, that will be the only one displayed in the list. If you have permissions to multiple companies, the list will display those companies PLUS the default reporting company.

When discernible, WinTeam will print the appropriate company name and logo on each page; otherwise the Default Company Name will print. That is, if a Company level is included in the tiered section and is displayed in the tiered information at the bottom of the page, then that company's Report Name and Logo (if selected) prints on that page.

If there is not a Company identified in the tier area of the page, then the Default Company Name for Reports is used. The default Company Name and Logo is also used for the Total Enterprise report. For more information see Learning about WinTeam Reports.

Use the Format Description list to select the Profit and Loss statement from the Formatting of Financial Statements. Only the statements entered in the Formatting of Financial Statements screen as Profit and Loss Format Types will display on the list.

Use the Calculate Dates option group to select the order for the report dates to display.
Click Forward From First Date to display data from the first date entered in the Dates column.
Click Backwards From First Date to display data from the last date entered in the Dates column.

If you only want to run the report for a couple of date ranges, you can blank out the default dates.

Use the Format Style option group to select to include or exclude Sales Ratio's on the report.

Click With Sales Ratio to include sales ratio's on the report. Selecting this option includes six consecutive periods.

Click No Sales Ratio to exclude sales ratio's on the report. Selecting this option includes 12 consecutive periods instead of 6. Also, if this is selected, you can choose to Show Job Detail.

This check box displays if the Format Style No Sales Ratio is selected.

If the Show Job Detail check box is selected, the report will print the Job Detail for each Tier Level without a page break. Each Tiered report will print Consolidated Totals after each tier's Job Detail prints. You do not need to add Job in the Tier Details area.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

Select the Group by Parent Job # check box to include amounts for Sub Jobs with the Parent Job.

Note:  The Group and Print check boxes in the Tier Pattern Template must be selected for the Group by Parent Job # to function.

The Print Company Totals check box is available to users who have only one company, and may be selected to print company totals on the report.

The Print Enterprise Totals check box is available to users who have more than one company, and may be selected to print enterprise totals on the report. This check box is selected by default.

If this is not selected, the report prints only the tiered reports that are marked for printing.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).

This setting will sort by Tier Descriptions (instead of the Tier ID). The Tier Descriptions will also display when previewing and using the Toggle Group Tree.