Income Statement - Common Size screen

Use the Income Statement - Common Size screen to create a report of actual income for a selected period or year-to-date compared to the same period in the previous year. You can print or save this report. You can also drill down from summary level amounts in the report to view the corresponding transaction detail. See Working with Drill-Down Reports for general information about drill-down functionality.

Note: To open the Income Statement - Common Size screen, go to Financial > Reports > Income Statement - Common Size.

You can control the output of the Income Statement - Common Size report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, select the version to use for this report. If you haven't modified the report, this field doesn't appear.
  • Company - Select the company for the report. This field is required.
  • Division - Select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.
  • Print Subaccounts - Select the checkbox to group and sort the report by subaccount instead of account.
  • Period Start Date - Enter the start date to use for the report, select the date from the calendar, or select to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula. If you leave this field blank, the report shows year-to-date information up to the Period End Date.
  • Period End Date - Enter the end date to use for the report. This field is required.
  • Accounting Basis - Select Accrual to show posted transactions with an accrual accounting basis. Select Cash to show posted transactions with a cash accounting basis.
  • Include Pending Amounts - Select the checkbox to show both pending and posted activities in the report. Deselect the checkbox to show only posted activities in the report.
  • Print By - Choose the account information to include in the report. Select Account Type to show each account type in the report without detailed account information. Select Account to show each account in the report but not show divisions. Select Division to show each account and its division in the report.
  • Print Subaccounts - Select the checkbox to group and sort the report by subaccount instead of account.
  • Print Account Number - Select the checkbox to show the account numbers in the report.
  • Include Zero Balances - Select the checkbox to show all accounts that have a non-zero beginning balance and/or a non-zero transaction amount in the report.
Tip: You can use the Modify Reports screen to customize the format and layout of this report.

For more information on running the report, see Run and Print Reports.

Note: ProContractor uses the period end date of the Income Statement - Common Size Report and fiscal period definitions to determine the report period for the Account Transactions Report. For example, suppose you generate the Income Statement - Common Size Report with a period end date of 1/31/2017. In this example, assume the first day of the corresponding fiscal period is 10/1/2016. If you drill down from the Year to Date Current Year column in the Income Statement - Common Size Report, the Account Transactions Report displays entries that fall between 10/1/2016 and 1/312017. If you drill down from the Year to Date Prior Year column, the Account Transactions Report displays entries that fall between 10/1/2015 and 1/31/2016.