Departmental Income Statement

This Report shows multiple departments’ income statements side by side within a given date range.

Prerequisites

1. Logicim XLGL version 5.0 or higher
2. Microsoft Excel 2016 or higher
3. Sage 50 Canadian Edition (2014 and later) 

What the Report does

This Report allows comparison of income statements across multiple departments. It also includes budget and variance functionality, which is computed automatically.

How to use the Report

1. On the Instructions worksheet, enter the from and to dates in cells C8 and C9. In cell C10 of the same worksheet, select the program you want to analyze.

2. The Report updates automatically when you change the dates or program selection.

Common use cases

This Report provides a side-by-side comparison of income statements per department, along with budgets and variances. Unassigned values are included, and the Report can also be partitioned by program.

Troubleshooting

Issue A: No values appear on the worksheet.

Solution A: Ensure your account has permission to access Accounts & General Ledger.

Issue B: Incorrect values appear on the worksheet.

Solution B: Verify that you are connected to the correct company.

FAQs

Q: Can I reduce the number of departments shown?

A: Yes. You can hide the departments you don’t want to see. Make sure you are connected to your company data, then go to the right panel of the Report and click the arrow button.

Click on a department name in the worksheet, and the department list will appear.

You can uncheck the departments you don’t want to display.

Note: If you have a long list of departments, you can uncheck All, then select only the departments you want to view.

Best practices

Always connect to the correct company before loading this Report. Select the Refresh after opening checkbox to ensure company-specific data loads automatically, without the need to click Refresh manually.