To view your Income Statement:
Click the Reports tab.
Under Financial Reports, click Income Statement.
From the Date Range drop-down menu, choose the date range you want to see or create your own custom range by entering "From" and "To" dates and clicking "Refresh List." To see all entries from the beginning of your records, leave "From" blank. To see all entries with future dates, leave "To" blank. More about dates
To-date means the beginning of that period to the equivalent of today's date in that period.
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Date range: |
What it shows: |
Example (assuming today’s date is August 6 and fiscal year starts January 1) |
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This Month-to-date |
From the first day of the current month through today |
August 1 - 6, 2008 |
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This Quarter-to-date |
From the first day of the current quarter through today |
July 1 - August 6, 2008 |
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This Fiscal Year-to-date |
From the first day of the current fiscal year through today |
January 1 - August 6, 2008 |
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Last Month
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From the first day through the last day of last month |
July 1 – July 31, 2008 |
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Last Quarter |
From the first day through the last day of last quarter |
April 1 – June 30, 2008 |
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Last Quarter-to-date |
From the first day of last quarter through three months ago today |
April 1 - May 6, 2008 |
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Last Fiscal Year |
From the first day through the last day of last fiscal year |
Jan 1 – December 31, 2007 |
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Last Fiscal Year-to-date |
From the first day of last fiscal year through one year ago today |
Jan 1 - August 6, 2007 |
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Custom |
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(Optional) From the Compare Periods drop-down menu, choose a period, if you want to compare periods, within the date range you selected. For example, if you are showing results for the first quarter, you can choose to compare months within the first quarter.
From the Report Format drop down menu, choose the report output option.
To view the report on screen, select On Screen Display
To print a summary version of the report, select PDF Summary
To print a detailed version of the report, select PDF Detail
To export the report to Microsoft® Excel, select Excel (XLS) Detail
To export the report to Open Office, select Open Office (XML) Detail
Click Run Report.
When you see the report on the screen, you can:
Click Show All Accounts to expand the report to show all of your accounts and subaccounts, or click the [+] icon to expand a particular account.
Click Hide All Accounts to collapse the report to show only the account categories and subcategories, or click the [-] icon to collapse a particular account.
Click an account name to view the account activity for that account.