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Departmental Profit & Loss Statement

This article provides you steps on how to access Department breakout on the interactive P&L report

What is it? 

Our interactive Profit & Loss Statements report now includes an option to break out your billing, revenue, and expenses by Department.  

Why does it matter? 

This gives agencies on-demand access to departmental P&L with the ability to drill down into the underlying transactions without running multiple reports. 

How does it work?

This enhancement is part of the existing interactive Profit & Loss Statements format.

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.