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Using the Monthly Breakdown Report

Tapping Monthly Breakdown in the Other Reports screen displays the report. From this screen, you can:

  • Review monthly figures for revenue, expenses and profit.
  • Change the date range of the report.
  • Send the report by email, print it or open it in another app.

What does the report show?

The purpose of the report is to show a monthly breakdown of the total revenue (income), total expenses (outgoings) and how much profit the business made. The report runs over a period of time, which defaults to the current financial period.

If you have set budget figures for your income and expense accounts, the option to Show Budgets appears in the action menu. If you choose to show the budgets, more columns are added to the report to compare your actual figures against your budget.

Note: If the report is run for a date range of more than a year, the months are aggregated. This means all figures for the month of April (regardless of the year) are added to the same column labelled Apr.

How does EasyBooks pick the initial date range?

The Next P&L Consolidation date from your Business Settings is used as the end date of the report. If this date has not yet passed, the report uses current date instead. If you've consolidated your profit and loss, the day after your last consolidation is used as the start date. Otherwise the date of the earliest transaction is used.

How do I view a previous year's report?

Use the back and forward buttons to change the report date quickly to the previous or next financial period. The report will run for the whole of the financial period selected.

Options in the settings Menu:

  • Change Start Date - You can set the start date to any date prior to the currently selected end date.
  • Change End Date - You can set the end date to any date after to the currently selected start date.
  • Show Contained - If you have any accounts under a container account, only the total for the container is presented in the report. Use this option to show all the individual accounts. For information about container accounts, see Account Settings.
  • Show Budgets - This option appears if any income or expense accounts contain budget information. Budgets are an optional feature in EasyBooks. To add a budget to an account, see Setting a Budget. These can be used to identify where your actual figures differ from your budget.

Options in the action Menu:

This button is used to send or print the report. It uses the standard Apple sharing panel and allows you to send the report by email or AirDrop, print it to an Airprint-compatible printer or send it to another app such as Dropbox. Three file formats of the report are available.

  • As shown (HTML) - The HTML format will open in a web browser.
  • Comma separated (CSV) - The CSV format contains the same information and is more suited to importing into a spreadsheet.
  • Both (ZIP) - The ZIP format contains both the HTML and CSV files compressed into a single zip file.