RUNNING THE INCOME STATEMENT REPORT, Slides of Accounting

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RUNNING THE

INCOME STATEMENT

REPORT

VERSION: JULY 2016

Running an Income Statement Report

About this Document

This document describes the purpose and unique aspects of the Income Statement report, which uses the SAS VA reporting tool. This document does not cover general navigational features of SAS VA reports, but rather focuses on the specific purpose and information found on the Income Statement report.

For more information about the general features of SAS VA reports, see Running SAS VA Reports.

Purpose of this Report

The Income Statement Report shows the balance of revenue and expense accounts by accounting period.

Who Uses this Report

This report is used by MOU leads and business managers who need to see monthly and quarterly income statements for foundations, trusts, and other fund groups as needed.

Ledger the Report Pulls From

This report is based on the GL Actuals ledger.

Running the Report

Follow these steps to navigate to the Income Statement report:

1. Navigate to Finance > Financial Reporting.
2. Select the Cash/Bal tab.
3. Select the Income Statement link.