Replicate Income Statement Into Saved Search

Scenario

Income Statement on a Saved Search using Accounting Period.

Solution

Solution text

1. Go to Lists > Search > Saved Searches > New
2. Select Transaction
3. Click Criteria tab
4. Filter: Add the following:

• Posting
• Mark Yes
• Click Set
• Account Type
• Select Cost of Goods Sold, Income, Expense, Other Expense, Other Income
• Click Set

1. Filter: Add Accounting Periods Fields… 

• Select Start Date
• Start Date: Select Within
• From: Set the Start Date of the Accounting Period
• To: Set the Last Date of the Accounting Period
• Click Set

1. Click Results tab
2. Click Remove All
3. Columns:

• Field: Select Account
• Summary Type: Select Group
• Field: Select Amount
• Summary Type: Select Sum

1. Click Available Filters tab
2. Filter: Accounting Periods Fields…

• Select Start Date
• Mark Show In Filter Region checkbox

1. Search Title: Enter Name for the Search
2. Click Save & Run