Running an Income Statement Report in Planning Maestro

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Table of Contents

Locating Income Statements

Refreshing an Income Statement

Saving your Income Statements

In Planning Maestro, you can run reports to analyze the data from your budgets for Operating Expenses, Revenue, Personnel, Drivers, and Adjustments.

One of these reports is your Income Statement (also known as a Profit & Loss or Statement of Operations) which displays the revenue and expenses for a Plan based on your Actuals and budget.

This document shows you, a Planning Maestro user, how to run an Income Statement report in Planning Maestro.

Locating Income Statements

To run an Income Statement report, open the Reports module, click on + New Report, and select Income Statement.

Best_practice_icon.png Please Note: To open an Income Statement report with preformatted settings, you can also select Shared Reports from the landing page.

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The Income Statement page opens with a new, unedited Income Statement. Use this page to customize your Income Statement report. 

Refreshing an Income Statement Report

Click the Rerun Report button ( Rerun_report_-_highlighted.png ). Click this button every time you make changes to the report to refresh the page and implement those changes.

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For detailed instructions about formatting this report, including filteringusing Hierarchies, or exporting to Excel, see Formatting Planning Maestro Reports.

Saving Your Income Statement

After formatting your Income Statement report, save your view

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