The Income Statement Report shows the income and expense within the specified timeframe broken down by transaction items. To get started go to the Reports tab, select the report called “Income Statement."

From there, you’ll want to set the start and end dates for the report. This sets what time period the report should reflect. You’ll find that option along the right side of the screen.

This opens the calendar option. Set the Start Date and End Date for the report.

If you want the report to be run for a specific company, change the setting to “Specific Company” in the “Search Criteria."

Your report will be generated in the main menu. You can export the report into several formats: Adobe Reader (PDF), ‘97-‘03 Excel (XLS), Current Excel (XLSX), Rich Text File (RTF), Web page (MHT), Hypertext Format (HTML), Text (TXT), Comma Separated Value (CSV, or as a simple picture (JPG). The export button is found along the top of the report.

Once a format is selected, it will download automatically.