Profit and Loss - 5 Years Comparison
The Profit and Loss - 5 Years Comparison workbook shows income statement results across five consecutive fiscal years, each column representing one year up to the selected fiscal period. It is useful for identifying multi-year trends in revenue, costs, and net income without the month-by-month detail of the rolling 12 month view.
Selection page
When you open the workbook, the Selection Page appears before the profit and loss statement loads. Fiscal Year and Fiscal Period are required fields and must be completed before you can proceed. All other filters are optional and help you narrow the results.
- Company: the company to report on.
- Fiscal Year: the most recent fiscal year in the five-year window. (required)
- Fiscal Period: the period used as the cutoff across all five years. (required)
- Segment 02
- Segment 03
- Segment 04
- Segment 05
- Segment 06
Five years comparison report
The report follows the same income statement structure as the other profit and loss workbooks, from gross profit down to net income. Each column represents one fiscal year, labeled with the year. The same fiscal period cutoff is applied consistently across all five years, so the comparison reflects the same point in the year for each.
- [Year]: posted activity for each account up to the selected fiscal period for that year.
Mapping
The profit and loss statement is organized into sections such as Revenue, Cost of Sales, Operating Expenses, and Other Income and Expense. Each section is linked to a Sage 100 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 account groups differ from the default setup, for example if you use different group codes or notice accounts appearing in the wrong section.
| Account Group Description | Account Group Code |
|---|---|
| Revenue | 400 |
| Cost of Sales | 450 |
| Operating Expenses - Central | 500 |
| Operating Expenses | 600 |
| General & Administrative | 700 |
| Other Income & Expense | 950 |
| Provision for Income Taxes | 990 |
| Cost of Goods Sold | 450 |
| Current Assets | 000 |
| Current Liabilities | 200 |
| Equity | 300 |
| General & Administrative Expenses | 700 |