How to print Profit & Loss Statement ?

[Chong]

Hi, it is my first time to ask for helping hands here...

I am trying to build a simple Accounting FMPro DB for my company. But I cannot build the layout correctly for displaying the "Profit & Loss Statement".

The report should be like this

Revenue :

Books Sales 1000

Magazines Sales 200 1200

Expense :

Rent 100

Wages 500 600

Profit 600

I can only achieve this result by predetermine the number of items for both revenue & expense items. But I think it is not a good method because some items may appear in certain months only. By using my method, they would show up as "Zero" on the report.

I have already spent a whole week to solve this problem. Pls suggest some other smarter ways to do this.

Thanks a lot in advance.

[John Mark Osborne]

Have you tried using subsummary parts and summary fields yet?

[Chong]

Yes, I have tried subsummary parts. But the calculation of profit is (Income - Revenue). So, I cannot use summary fields to store the profit.

Thanks a lot

[John Mark Osborne]

I think the best way to make this happen automatically without any scripts is to create two calculation fields:

Case(Category = "Revenue"; Amount)

Case(Category = "Expense"; Amount)

Then, create two Summary fields of these calculations. Finally, use a calculation field to subtract the two summary fields to display your profit.

Edited October 20, 2006 by Guest