A client wants to see a current Profit & Loss report compared to the prior year, showing the percentage difference, as part of their Management Report package.

How can this be set up?

• 1 Create a new management report template that includes this pre-setup report
• 2 Export it to Excel, add the appropriate columns, and add to the Management report
• 3 On the Profit & Loss report in Management reports, select Advanced and select Compare previous year
• 4 Create the report outside of Management reports, save the customization, and add to the Management report