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As part of their Management report package, one of your clients wants to see the percentage difference between this years Profit and Loss report and

As part of their Management report package, one of your clients wants to see the percentage difference between this years Profit and Loss report and the prior years report. How can you set this up?

  • Create a new Management report template that includes this pre-setup report

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

  • Select Advanced on the Profit and Loss report in Management reports, then select Compare previous year

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

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