Income Statement

The Income Statement is a flexible and powerful report. It can be used to compare budget to actuals, drill down to transaction details, and even drill down to budget details.

Income Statement-Specific Report Criteria

• Columns - Adjust your columns to show only one month, or to display dimensions.
• All Dimensions - When rows are set to a dimension or an account category, clicking All Dimensions will display the sub-departments with the appropriate sub-totals.
• Expand - When rows are set to a dimension or an account category, clicking Expand will display the sub-departments as well as accounts within the department and sub-departments as well as the appropriate sub-totals.

General Report Criteria Available within the Income Statement 

• Ending Date - Show data in months in the fiscal year through the ending date.
• Months - Determines how many months of data will be reviewed with the most recent being the ending date. This will default to the month in the fiscal year that corresponds to the Ending date. 
• Budget - Allows the user to choose the budget with which to compare actuals. By default, non-admin-users will only see default budgets. 
• Rows - Controls the grouping of data on the rows. The rows can be set to accounts, account categories, or any of the dimensions in Martus.
• Include Excluded Data - Will show accounts or dimensions that are set to Excluded in Setup > Accounts or Setup > Dimensions respectively.
• Dimension Filters - When applied, will filter the report to the selected dimensions. When a top-level dimension is selected, the report will show all sub-dimensions.
• Account Category - When applied, will filter the report to the selected account category.
• Load - Refreshes the report with whatever criteria have been applied.
• Export - Most reports can be exported to either MS Excel or PDF.