Costpoint Help

Profit and Loss Reports

Use the screens in the Profit and Loss Reports application group to view revenues, expenses, and budget variances in profit and loss format.


Related Topics:

Profit and Loss by Organization

Use this screen to display organization expenses, organization budget, or budget variances, in profit and loss format by Organization.

Profit and Loss by Account

Use this screen to display organization expenses, organizationl budget, or budget variances, in profit and loss format by G/L Account.

Profit and Loss by Project

Use this screen to display organization expenses, organization budget, or budget variances, in profit and loss format by project.

Profit and Loss by Program

Use this screen to view revenues and expenses by program in profit and loss format.

Profit and Loss Chart by Period

Use this screen to generate a chart that displays the Direct expenses, Indirect Expenses, and Organization Margin over the course of a fiscal year.

Profit and Loss Chart - Cumulative

Use this screen to generate a chart that displays a line chart of Direct/Indirect expenses, Indirect /Direct Budget, and Organization Margin cumulatively over the course of a fiscal year.

Profit and Loss Statement

Use this report if you want to look at a standard view of Profit & Loss.

Budget/Outlook-Revenue Analysis

Use this screen to display a summary of costs budgeted by GL Account summarized at the Org level. This report is useful in reconciling the revenue calculated by Costpoint Planning.

Transaction Analysis

Use this screen to view project cost transactions or raw indirect non-labor costs charged to the Organization selected and all organizations under the selected organization.


Parent Topic:

Organization Budgeting