Print Financial Report for Multiple Months
These steps explain how to run a balance sheet/income statement with separate months on one report.
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Launch Tool #640 Print CU Financials.
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Enter your corporate ID in the Corp ID field on the first Financial Statement Report pop-up.
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Select the desired report from the list.
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Click Select.
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Enter the current period date in the Current period end field on the second Financial Statement Report pop-up.
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Select N/A under the Type heading in column 1 .
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Enter the same month under the Begin [MMYY] and End [MMYY] headings in column 1.
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For example, for August 2018 you would enter 0818 in both fields.
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Repeat steps 6 and 7 for the next column(s), depending on how many more months you'd like to include in your report.
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Select Current YTD from the drop-down menu for the final month you'd like to include in your report.
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Leave the date at 0000 in the Begin [MMYY] and End [MMYY] fields for the final month.
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Click the forward arrow.
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Select the desired report options on the Financial Statement Report screen.
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Enter one of the following under the Response heading:
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10 if you have fewer than four columns
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15 if you have more than four columns
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Click the forward arrow.