Within Spotlight, you can customise most of the pages in your report. On the Profit and Loss Analysis page, you can choose from a number of different page settings.
To view the available options, you need to customise the Profit and Loss Analysis page.
You can then see and work with the customisation options available for the Profit and Loss Analysis page.
Note: If you prefer, to ensure that all reports use the same default settings, you can also set some of these options at practice level.
There are a number of different settings available on the report.
The page basis shows either as Acrual or Cash and is set when the page is first added to the report.
Note: The page basis cannot be changed in an existing page.
You can choose from two different report types. The report type you choose affects the further options available in the Customise Rows setting. The following options are available:
Note: You can also set this option at practice level. When you set an option at practice level, it automatically applies to any new reports.
Note: For the new style profit and loss pages, you also have the option to create your own layout.
There are three detail levels available within the profit and loss settings. Once you've made any changes, to show these changes on the report, click Update.
There are a number of options available to customise the columns in your report. Once you've made any changes, to show these changes on the report, click Update.
Note: You can have a maximum of 12 columns per page. If you need to show more options, you can add multiple profit and loss pages to your report with the Add Page option. You can then customise the new page to include the additional columns.
The Comparisons options are available within the Customise Columns option. The comparisons available include the option to compare monthly, two monthly or quarterly values, and include budget and prior year comparisons.
Note: The comparison options contain multiple columns. As the maximum number of columns on a page is set to 12, if the total number of columns you need is above this you will need to use the Add Page option to include new copies of the Profit and Loss Analysis page.
Note: This option applies to the old style profit and loss only. To customise rows in the new profit and loss report, you should use account groupings.
You can choose the rows you want to present on the profit and loss reports, and whether you prefer to sort in A-Z order or by value.
To show a row type on your report, select the check box alongside the required row name. To hide a row type, clear the check box.
Note: If the row name is a type of account, rather than the name of a total line, when you select or clear the check box the report shows or hides all accounts of that type.
You can sort accounts in alphabetical order, or by value. To do this, from the drop-down list alongside the row type, choose the required option:
You can edit the names of the total rows on your report - for example if you prefer to show a Total Sales line instead of Total Revenue.
Note: If you prefer, to ensure that all reports use the same default settings, you can also set these options at practice level.