Configuring Yearly Income Statement – Monthly Comparison Reports
This is a Global report, however it needs to be configured per association since not every association uses the same Cost Centers and/or Funds
- Navigate to Accounting > Management > Reports
- Open the [YYYY] Income Statement – Monthly Comparison report
- Select the Config Icon (Upper-right corner)
- Open the “Grid Designer” by selecting the cog wheel icon
- Select the cog wheel to the right of the "Jan [YYYY]" column
- In the “Cost Center” section: Select all cost centers from the dropdown menu
- In the “Fund” section: Select all funds from the dropdown menu
- Repeat steps 4-7 for each month
- Select the green “Apply” button
- Select the blue “Save” button