Annual Profit and Loss layouts

With Spotlight, you can use the customisation options to amend the pages of the report to suit your needs. In the Profit and Loss Analysis page, this includes setting different comparison options.

Each profit and loss page can contain a maximum of 12 columns, however as you can add multiple copies of any of the standard pages, you can include several versions of the profit and loss page to ensure you show all of the information you need.

Note: This article contains details of the annual comparison options. For step-by-step information about how to customise the profit and loss page, including accessing the comparison options please refer to our separate article. You can also compare monthly, two-monthly, and quarterly information.

Annual report options

The last section of the comparisons drop-down list shows all of your annual comparison options. All comparisons are based on the report date in the Customise Layout tab.

YTD and last 3 YTD periods

This option shows four columns. The first column shows the current year to date actuals, highlighted in green. The following three columns are the values for the past three annual periods. They show the start of the financial year to the same month as your report date of that year.

YTD and last 3 financial years

This options shows four columns. The first column shows the current year to date actuals, highlighted in green. The next three columns show the total actual values for the past three financial years.

Rolling 12 month total and last 3 periods

This option shows four columns. The first column shows as 12 month period ending with the report date, highlighted in green. The next three columns show the same information for the prior 3 periods.

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