Logicim's ready-to-use Sage 50 CA Pivot Table Departmental Income Statement.

Introduction

The Pivot Table Departmental Income Statement Report organizes departmental revenue, expenses, and profitability in a pivot table for flexible comparison.

Prerequisites

View Requirements here

XLGL Requirements dropdown on the Logicim product page

What the Report does

It provides Report and Chart views for departmental results, trends, variances, periods, and supported dimensions.

How to use the Report

Step 1: Enter the required period inputs in C8 and C9.

Step 2: Select Refresh on the XLGL ribbon.

Step 3: Review the Report and Chart results.

Customization options

Adjust the desired year on the Parameters sheet and use the pivot-table header Autofilter to select a type.

Common use cases

  1. Compare financial performance across departments.
  2. Analyze departmental revenue, expenses, and profitability.
  3. Review departmental trends and variances.

Troubleshooting

Issue: No data is populated.
Solution: Verify the input parameters and confirm that the selected period contains records, then select Refresh.

FAQs

Q: Can I add an additional field to the pivot table?
A: Yes. Add the required column through the pivot-table field list.

Best practices

  1. Confirm the inputs before refreshing.
  2. Refresh before comparing pivot-table results.
  3. Review active Autofilter selections when expected values are missing.

References

Request a Custom Report: https://www.logicimtech.com/en/Services/CustomReport

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Edited: Monday, August 31, 2026

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