How to produce a report to compare only total monthly revenue with a prior period?

Stephen_8074229
Stephen_8074229 Member Posts: 6
edited August 2020 in Accounts Hosted
How do I produce a report in Reckon Accounts Hosted that compares only total monthly revenue for a period with total monthly revenue for an earlier period, please ?   

Comments

  • Bruce
    Bruce Member Posts: 439 Professional Partner Professional Partner
    edited August 2020
    Very simple if the months are consecutive or year on year.  
    - run a profit and loss report for the current month
    - from the display tab select previous year or previous period as appropriate
    - from the filters tab select all income accounts


    If the periods aren't consecutive or year on year - I don't know to produce whilst in Hosted.   However you could
    - run a profit and loss covering the periods concerned (again select all income accounts)
    - set the display to show monthly
    - export the subsequent report to excel
    - from excel hide the unwanted months
  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited August 2020
    If you only want the income modify the report to only show income accounts
  • Stephen_8074229
    Stephen_8074229 Member Posts: 6
    edited August 2020
    Thanks Bruce.  Very helpful
  • Stephen_8074229
    Stephen_8074229 Member Posts: 6
    edited August 2020
    Thanks Kris.