REP-5011-PDF-S Profit and Loss

Report Name: Profit and Loss
Report Number: REP-5011-PDF-S
Report Category: Pro
Report Type: PDF
Note: This report will be available free of charge to all our accounting clients at the time of the PDF report project launch.
Why this report is useful:
The Profit and Loss report helps users analyze company performance by providing insights into revenues, costs, and profits over customizable periods. With the ability to filter by posting period, month, and calculation type (MTD or YTD), this report offers flexibility for both short-term and long-term financial analysis. The report allows users to filter by posting period and month, and it also offers two calculation types: MTD (Month-to-Date) and YTD (Year-to-Date). When selecting YTD, the report analyzes data from the start of the posting period to the selected month. In contrast, selecting MTD will only show data for the selected month, providing a more focused, short-term analysis.
Customer benefits:
• Comprehensive financial analysis – Gain insights into company revenues, costs, and profits.
• Customizable date range – Filter by posting period and month for focused analysis.
• Calculation flexibility – Choose between MTD and YTD to view data for different time frames.
• Real-time analysis – Select MTD for short-term insights or YTD for a longer, trend-based overview.
Who might be interested in this report:
• Accountants and Controllers – For monitoring financial performance, preparing monthly or yearly reports, and supporting financial decision-making.
• Financial Analysts – To analyze revenue trends, costs, and profitability over different periods.
• Management and Investors – For evaluating the company's financial results and making informed business decisions.
What data does it contain?
The rows display positions from the profit and loss schema, with columns showing data for the selected MTD or YTD calculation. You can filter by posting period and month to tailor the report to specific time frames.
All values are displayed in PLN.
Additional features:
The report offers the ability to select between MTD (Month-to-Date) and YTD (Year-to-Date) calculations. When YTD is selected, it analyzes data from the start of the posting period to the selected month, providing a broader view of financial performance. MTD will focus on data from the selected month, offering a detailed, short-term analysis.
How the report works:
By selecting MTD, users can see a detailed financial summary for the selected month, making it ideal for short-term analysis. If YTD is selected, the report will include all data from the beginning of the posting period to the selected month, giving users an overview of financial performance over a longer time frame. This flexibility helps users adjust the analysis based on their specific needs and decision-making requirements.
Note: You can select only one calculation type (MTD or YTD) to show in the PDF.