Generate an Income and Expenditure Report
Open the relevant Scenario, then click Scenario.
Under Reports, click Reporting Module.
Click the Financial Reports tab.
Click Income/Expenditure Report.
The report opens and shows the income and expenditure values for the selected scenario.
Choose a Different Income and Expenditure Report Version
There are several versions of the Income and Expenditure Report available in the Financial Reports tab.
Income and Expenditure Analysis Report
Use Income/Expenditure Analysis Report if you want to analyse income and expenditure in your scenario against the account coding entered on the budget lines.
Open the relevant Scenario, then click Scenario.
Under Reports, click Reporting Module.
Click the Financial Reports tab.
Click Income/Expenditure Analysis Report.
This report helps you review income and expenditure by the account coding applied to your budget lines.
Income and Expenditure Profile Report
Use Income/Expenditure Profile Report if you want to see income and expenditure on a monthly basis and review any profiles applied to the budget lines.
Open the relevant Scenario, then click Scenario.
Under Reports, click Reporting Module.
Click the Financial Reports tab.
Click Income/Expenditure Profile Report.
This report shows how income and expenditure are spread across months in the scenario.
Income and Expenditure Detailed Report
Use Income/Expenditure Detailed Report if you want to filter the report by specific fields such as Section, Description, or Account Code.
Open the relevant Scenario, then click Scenario.
Under Reports, click Reporting Module.
Click the Financial Reports tab.
Click Income/Expenditure Detailed Report.
Launch the report, then select the relevant tab.
Tick the boxes for the data you want to include, such as Section, Description, or Account Code.
Click Update.
The report refreshes to show only the data you selected.