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Profit and Loss - Rolling 12 Month

This is a report with a Profit and Loss Statement for the last 12 months (from the selected period), showcasing the financial performance (Ledger Posting) of each P&L account. It is also called a Trailing 12 months (TTM) report.

Key metrics at a glance:​

  • YYYYMM: This column shows the Ledger Posting of each P&L account for the period.

Mapping and Filtering​

Mapping​

All the reports in the Profit and Loss section have the same report structure that can be customized based on the Account Type of Sage 200 Evolution.
The following mapping needs to be changed accordingly in the "Mapping" Sheet of each report.

Report SectionAccount Group
Revenue9
Cost of Sales10
Other Income4
Other Expense2

Selection Page:

  • Company
  • Fiscal Year
  • Fiscal period
  • Branch
  • Department
  • Account Segment 1
  • Account Segment 2
  • Account Segment 3