Designing multilevel profit and loss statements

unavailable in ajeraCore unless you have the Departments add-on

Multilevel profit and loss statements allow you to report on the multiple levels in your corporate structure.

In Ajera, multilevel profit and loss statements are based on reporting entities. Reporting entities are groups of departments that represent the various divisions in your firm, such as regional offices.

In a statement design, you can restrict the information in a column or an Amounts row to a reporting entity. In addition, in the Workbook Properties sheet on the Design tab, you can restrict the information in the entire statement to a reporting entity.

To create a multilevel profit and loss statement:

1. Set up reporting entities.
2. Design a financial statement, and add reporting entities to the design.

See also

Designing an itemized profit and loss statement (account groups)

Changing the profit and loss statement (account groups) template design

Printing a financial statement

Exporting a financial statement workbook

Exporting a financial statement to Excel

Copying a financial statement design