Creating an Income Statement Report

1. Go to the Reports tab.

2. Click the Create button.

3. Choose Financial Report.

4. Select Income Statement.

5. Choose the Range you would like your Income Statement report to show.

6. Choose either an Accrual or Cash basis.

7. Next is Tags. This will give you the option to select No Office or No Profile.

8. Next is Include $0.00 Balance always set it to Yes.

9. Next is Deal: This where running an Income statement report is for a specific deal. This can be left blank.

10. Click Run.

You will now have generated your Income statement.

Updated December 29, 2023 21:43