How to add extra periods to a detailed report to compare them side by side
On the Income statement (detailed) and Balance Sheet (detailed) reports, you can add further periods alongside the one already shown, so you can compare them in the same table.
Step 1
Open a detailed report and add a comparison
Go to General Ledger, then select either Income statement (detailed) or Balance Sheet (detailed). Select Add Comparison, above the report.
Step 2
Choose the period you want
The Add Comparison window opens. Choose the type of period you want to compare, Year, Year to date, or Period, then pick the period end date from the dropdown below it. Use Compare to choose the period you want to compare it against.
Tick Remove current comparisons if you want to clear the periods already on the report and replace them, rather than adding to them. Then select Confirm.
Step 3
Review the report
The period is added to the report as an extra column. You can repeat this to build up several periods side by side.
Removing periods
Each column heading has an X next to it. Select the X above a column to remove just that column.
To clear everything you have added and return the report to its default periods, select Reset Comparison.
Adding a variance
Once you have the periods you want on the report, you can add a Variance column showing the difference between them as a value and a percentage. See Adding Variance.