Contents of the Profit and Loss by Organization Screen
Use this screen to display organization expenses, organization budget, or budget variances, in profit and loss format by Organization.
The report presents history in a way that allows managers to recognize trends throughout the year.
Contents
Field | Description |
---|---|
Report Type |
Select the type of report you want to display. Choose from the following options:
|
Organization Type |
If you selected a Report Type of Cost or Variance, choose from the following Organization Types:
Note: These options are not enabled if you selected
Budget as the Report Type.
|
Organization Source |
If you selected a Report Type of Budget, choose from the following Revenue and Cost options:
|
FY |
Click
|
End Date |
Click
|
Budget Group |
For the Budget or Variance report types, click
|
FS Code |
Click
|
Details |
Choose the level of detail you want to display. Choose from the following options:
|
Report By |
Use the drop-down menu to run the report by Organization or by Reorganization. |
Org ID |
Click
|
Subtasks
Click Details to display lower level information.
The following information is displayed in the Details grid.
Column Headings | Description |
---|---|
Description | This column provides detailed description of the Type or Organization. |
Summary | This column displays the summary details. |
YTD | This column displays the profit and loss details by Year to Date. |
Beg Balance | This column displays the Beginning Balance per period. |
Months | This column displays the month or period details. |
Field | Description |
---|---|
Expand All |
Click this button to expand grid information. |
Collapse All |
Click this button to collapse grid information. |