Introduction
The Operating Statement for Trading Entities is an altered Operating Statement report that includes a new section outlining Sales, Cost of Sales, and Gross Profit/Loss from Trading.
This Gross Profit/Loss from Trading can be reconciled with the Share Trading Report.
Navigation
Navigate to Reports from the Main toolbar on the left side |
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Then select Reports. | ![]() |
Instructions
1. Search for Operating Statement using the Search Report bar. Alternatively, locate the Operating Statement - Trading Entities under Financial Reports.
2. Add the Operating Statement - Trading Entities to Report Pack by selecting the Add To Pack arrow.
3. Users have the option to preview it or download it as a PDF, Excel, or Word document. Select to remove the statement.