How to Extract Financial Statements and Compare Periods with Advanced Analysis

This guide explains how to extract an income statement or balance sheet for a specific period using advanced analysis and preparing comparisons between different financial periods. You can view the income statement or balance sheet and specify the required period using the Advanced Analysis option within the report.

Steps

1. Accessing Reports

   • From the main menu, select Reports.

2. Selecting Report Type

   • Select Income Statement or Balance Sheet.

3. Opening Advanced Analysis

   • From the left side of the screen, click on Advanced Analysis.

4. Specifying the Time Period

   • Enter the start and end dates for the second quarter.

5. Viewing Results

   • Click on Search to display the required data.

6. Ability to Compare Between Multiple Periods
   You can compare between different periods (days, months, years, quarters) by selecting the start and end dates, then clicking on “Dimension Type” and selecting comparison with previous periods. Choose either a previous day, previous month, previous year, or previous quarter, and select the corresponding number of periods (allows you to compare up to 13 periods).

Important Notes

• By default, the report displays the current financial period.

• The Advanced Analysis option allows you to filter data for any time period.

Here is the training course that explains:

Preparing Reports and Advanced Analysis of Financial Statements in the Qoyod Cloud Accounting System

Keywords for inquiry:

How can I generate an income statement for the second quarter?