Profit and Loss - 5 Years Comparison
The Profit and Loss - 5 Years Comparison workbook shows a profit and loss statement across the last five years, so you can review performance trends over time. It displays the same P&L lines (Revenue, Cost of Sales, Expenses, etc.) with one column per year, based on the period you select.
Selection page
When you open the workbook, the Selection Page appears. It lets you choose what you want to see before the profit and load report loads. The Run As Date and Reporting Book fields are required (shown in grey) and must be completed before you can confirm. All other filters are optional and help you narrow the results.
- Run As Date – (mandatory) the "as of" date used for the selected period.
- Reporting Book – (mandatory) the primary reporting book used for actual amounts.
- Adjustment Book
- Location – (required for multi-currency) select a single location to avoid mixing currencies.
- Department
- Project
- Customer
- Product Line
- Class
5 Years Comparison
The report shows profit and loss totals for the same period across five years.
- Years: each year column shows the posted activity for each P&L line for the selected period (based on Run As Date and your filters).
Parameters and mapping
Parameters
The workbook shows the key dates and settings it used to generate the Profit and Loss (as-of date, comparison periods, books, and any filters). Review these values to make sure they match your selection. If something looks incorrect, return to the Selection Page, adjust your choices, and open the workbook again. Only the blue cells can be edited and all other values come from the selection page.
| Report Setting | Description |
|---|---|
| Reporting Book | The main book used to calculate profit and loss amounts. Set on the selection page. |
| Adjustment Book | Optional adjustment book. Set on the selection page. |
| Combine Reporting and Adjustment | When enabled, the workbook combines the Reporting Book and Adjustment Book results into a single set of profit and loss amounts. |
| Statistical Accounts | Controls whether statistical (non-financial) accounts are included. These accounts don't represent GL transactions and often store quantities or other operational values used for reporting. Options: Exclude (default), Include, Only. |
For each dimension filter (Location, Department, Project, etc.), you can choose whether to include sub-dimensions. Turn this on when you want the selection to include all child values under the dimension you chose (for example, a parent department and all of its sub-departments). If a dimension doesn't show a sub-dimension toggle, it means there is no hierarchy available for that dimension in Sage Intacct.
Mapping
The Profit and Loss is organized into sections: Revenue, Cost of Sales, Expenses, Income, etc. Each section is linked to a Sage Intacct Account Group, which determines which accounts appear in that section and how totals are calculated. You typically update this mapping only if your Intacct Account Groups are different from the default setup. That might happen if you use different group IDs, renamed your financial statement groups, or notice accounts showing up in the wrong place.
| Report Section | Account Group |
|---|---|
| Revenue | 178 |
| Other Revenue | 183 |
| Cost of Sales | 59 |
| Operating Expenses | 114 |
| Depreciation Expenses | 161 |
| Interest Income | 106 |
| Interest Expenses | 145 |
| Other Expenses | 234 |
| Income Tax | 112 |