Profit and Loss - 5 Years Comparison
The Profit and Loss - 5 Years Comparison workbook displays a full profit and loss statement across the last five fiscal years, with one column per year based on the period you select. It covers the same lines throughout, including Revenue, Cost of Sales, and Expenses, making it easy to spot trends, growth patterns, and year-over-year shifts in financial performance.
Selection page
When you open the workbook, the Selection Page appears before the report loads. Run As Date and Reporting Book are required fields and must be completed before you can proceed. All other filters are optional and help you narrow the results.
- Run As Date – the "as of" date used for the selected period. (required)
- Reporting Book – the primary reporting book used for actual amounts.(required)
- Adjustment Book
- Location – select a single location to avoid mixing currencies. (required for multi-currency)
- Department
- Project
- Customer
- Product Line
- Class
5 Years Comparison
The report shows profit and loss totals for the same period across five consecutive years.
- Years: each year column reflects the posted activity for each profit and loss line for the selected period, based on the Run As Date and your filters.
Parameters and mapping
Parameters
The workbook displays the key dates and settings used to generate the profit and loss statement, including the as-of date, books, and any active filters. Review these values to confirm they match your selection. If something looks incorrect, return to the Selection Page, adjust your choices, and reopen the workbook. Only blue cells are editable. All other values come directly from the selection page.
| Setting | Description |
|---|---|
| Reporting Book | The main book used to calculate profit and loss amounts. Set on the selection page. |
| Adjustment Book | Optional adjustment book. Set on the selection page. |
| Combine Reporting and Adjustment | When enabled, combines the Reporting Book and Adjustment Book into a single set of profit and loss amounts. |
| Statistical Accounts | Controls whether statistical accounts are included. These accounts store non-financial values such as quantities and do not represent GL transactions. Options: Exclude (default), Include, Only. |
For each dimension filter such as Location, Department, or Project, you can choose whether to include sub-dimensions. Enable this option when you want the selection to cover all child values under the selected dimension, for example a parent department and all of its sub-departments. If a sub-dimension toggle is not available, it means no hierarchy exists for that dimension in Sage Intacct.
Mapping
The profit and loss statement is organized into sections including Revenue, Cost of Sales, Expenses, and Income. Each section is linked to a Sage Intacct Account Group, which determines which accounts appear in that section and how totals are calculated. You typically only need to update this mapping if your Intacct account groups differ from the default setup, for example if you use different group IDs, have renamed your financial statement groups, or notice accounts appearing in the wrong section.
| Report Section | Account Group |
|---|---|
| Revenue | 178 |
| Other Revenue | 183 |
| Cost of Sales | 59 |
| Operating Expenses | 114 |
| Depreciation Expenses | 161 |
| Interest Income | 106 |
| Interest Expenses | 145 |
| Other Expenses | 234 |
| Income Tax | 112 |