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Replace Dropdown into the 12 Month Income Statement

Replace Dropdown into the 12 Month Income Statement

Aug 6th, 2022

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How to Replace Dropdown into the 12 Month Income Statement

4.8 out of 5

27 votes

The standard financial statements in Sage 50 include the "Standard Income 12 Period" report, which allows users to view their fiscal year broken down by month (Periods 1 to 12). However, the report lacks options to set a custom date range, limiting users to the current period. Users can only adjust the current period to run reports for an open year, and closed years cannot be accessed directly. To enable more functionality, users can create a custom financial statement by clicking the save button and renaming the report. This customization allows users to generate the report under a new name, which then appears in the report list, providing greater flexibility in financial reporting.

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