Overview
The Operating Statement provides a summary of the income and expenses incurred over a period.
Navigation
| From the Main Toolbar, go to Reports. |
|
| Select Reports. |
|
Instructions
- Search for the Operating Statement using the Search Report bar. Alternatively, locate the Operating Statement under Financial Reports.
- Add the Statement to Report Pack by selecting the Add To Pack arrow.
- Users can preview it or download it as a PDF, Excel, or Word document. Select
to remove the statement.
- You are able to edit the format of the statement by selecting
in the report pack.
In the settings, you can enable Custom Report Titles to rename the operating statement to a different name. You can choose to display market value changes as either a summary or a detailed view showing movement subtotals. In addition, the option to include property expenses in the statement, Dividends to shareholders displayed as a summary or detailed breakdown, include the Net Profit before transfers to reserve in the statement, and the toggle to hide the Appropriation Section.