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Custom Forecast Report Income Statement
Hello, Is there a way to adjust an income statement to show Q1 as actuals and then Q2-Q4 as what is budgeted so I have a forecast report for the year please? It seems like I can only adjust the columns to be one or the other. Thanks!
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How can I change the order of subsidiaries in my income statement?
Hello, I have a custom income statement that I run actual v budget w/ variance for all 7 of my subsidiaries. How can I change the order of my subsidiaries in my report and also put a blank column in between each subsidiary ? Is there somewhere I can set up a custom list of subsidiaries in the order that I want to see them?
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How can I get a custom segment to filter columns on an income statement
I created a custom segment that I would like to be able to use as a filter on financial income statements. The link below shows that it is possible but I am not able to get mine to function the same. The screenshot below shows where I want this to populate (Column Filter) on my income statement. How can I setup this custom…
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an Extra Column for "Section Name" in Income Statement Report
I’d like to know if it’s possible to add an extra column to the Income Statement report that displays Budget and Financial: Section Name. There is already a "Section Name" column, but I need to add one more. Has anyone done this before, or is there a way to customize the report to include this additional column?
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NSC | Custom Income Statement Filtered by Location and Shared to Custom Role
Scenario User is creating a custom role with Profit and Loss (P&L) report access only. The goal is for users assigned to this custom role to view the P&L report exclusively for one designated location. Data for any other locations should be completely hidden from the report. Solution 1. Customize the Income Statement…