Using the Monthly Breakdown Report

You can run a Monthly Breakdown report by choosing Monthly Breakdown in the Other Reports screen. You can:

  • Review monthly figures for revenue, expenses and profit.
  • Change the date range of the report.
  • Save, print or email the report.
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/or expense accounts, the Show Budgets option is displayed. If you choose to show budgets, 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, for example, that 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 Consolidation date specified in the 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 save, print or email the report?

In the report screen, click send located in the top-right corner of the screen, followed by one of the send options.

Options in this Screen

Previous Period/Next Period

Click to view the report for the previous or next financial period. The report will run for the whole of the financial period selected.

Start Date

You can set the start date to any date prior to the currently selected end date.

End Date

You can set the end date to any date after the currently selected start date

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.

Show Contained

If you have any accounts in 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, please refer to "Adding or Editing an Account".