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?

• Create new management report template that includes this pre-setup report

• Export it to Excel, add the appropriate columns, and add to the Management report

• On the Profit & Loss report in Management reports, select Advanced and select Compare previous year

• Create the report outside of Management reports, save the customization, and add to the Management report