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Detailed Income Statement Report in TOPS [ONE]

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Description

A Detailed Income Statement is a listing of the income less expenses to yield the net income
of the community for an accounting period. The report shows the current month and YTD total, compared to the budget. Only GL accounts that both have a balances and are in the Income or Expense account range, will display on this report.

You can view this report on screen, or you can export it to print it. This guide will also give you instructions on how to schedule the report to be emailed to a recipient automatically. 

Detailed Income Statement VS Detailed Income Statement by Range 

The Income Statement groups accounts by account type: Income and Expense. For example, all accounts designated as income will be grouped and totaled.

The Income Statement by Range also groups accounts by type, but goes further by displaying the different account ranges for each account type. For example, if there are two account ranges that designated as income, they will both show on separately under assets on the report.

How to View/Export 

Starting from the main menu:

Click Reports and select Standard.

 

Click Detailed Income Statement

  • Edit the Start Date, End Date, Cost Center, Sort, Export Format, if needed.
    • Start Date - Start of the date range for which balances are displayed
    • End Date - End date for the date range for which balances are displayed. 
    • Cost Center - Select a specific cost center for this range (overrides the cost center selection in the options panel)
    • Sort - Arrange the report by your preference

    • Export Format- Select the format to download the report to. 
  • If you made any changes, click  to see the changes in the balance sheet at the bottom of the page.
  • Once you're finished, click 
    • This will export to whatever format you picked in Export Format

 

 How to schedule a report

 Click  Schedule. This will display the scheduling options.

  • Schedule -Will let you email reports at a scheduled time, or as a one-time email. 

    • Frequency- How often you want the reports to automatically be sent. (Once, monthly, quarterly, etc.)
    • Permitted Days-pick which day you want the reports to run, if you don't want the report to run on a specific day, unselect those days.
    • Start Date- Select the day you want to start the scheduled reports
    • End Date- Select the date you want the scheduled reports to end. 
    • End Time- Select the time you want the reports to stop running. 
    • Recipient- Type in the email where you want the reports sent

Click Schedule at the bottom of the screen to save the scheduling process 

you can go to Automation to see this scheduled job

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