 zero accounting software print save as PDF and organize profit and loss or income statement reports get ready to be an office hero with zero support accounting instruction by clicking the link below giving you a free month membership to all of the content on our website broken out by category further broken out by course each course then organized in a logical reasonable fashion making it much more easy to find what you need then can be done on a YouTube page we also include added resources such as Excel practice problems PDF files and more like QuickBooks backup files when applicable so once again click the link below for a free month membership to our website and all the content on it here we are in our custom zero home page we set up in a prior presentation zooming in holding down control scrolling up on the scroll wheel currently at 175 percent zoom in opening the demo file doing so with the reset button which will reset the data and open up the demo once open we're gonna be duplicating a couple tabs as we do every time to put our major financial statement reports in them right-click in the tab up top duplicate right-click again and duplicate again middle tab accounting drop down we want the balance sheet tab to the right accounting drop down we want the income statement this time back to the tab to the left as that is that tab to the right is thinking and we're gonna hit the drop down and go to a custom ranging on the dates and pull out up to 22 2022 the end of it for five or update and then that's what we do every time that's our set up process we're focused now on the income statement and thinking about what kind of reports we might be given to a client or supervisor periodically possibly at the end of the month end of the quarter or end of the year we can organize these as we did with the balance sheet reports possibly printing them out possibly saving them as PDFs and then emailing them possibly zipping them under a folder so we can give that one folder in an email or so we can also export to excel and then try to use excel and a PDF printer to put all the reports on one file so we're gonna continue with our work on that last time we did the balance sheet reports now we'll just add some common income statement of reports and you could see the just with these two major financial statement reports once we add these variations of dates vertical analysis horizontal analysis we have comparative reports and whatnot in the current year current quarter to two periods multiple periods we have almost almost an infinite number of reports so we have to choose which ones we want to be saving or providing and then we might want to save them down here so I'll just do a couple examples of the reports we might want so first off let's I'm gonna right-click on the tab up top and duplicate it so we've got our normal kind of income statement that I can always pull from now the first income statement you might provide is just a normal type of income statement although you could have an a normal income statement that has multiple periods that totals up for like the year to date like a quarterly income statement in this case if we want to represent an entire year so for example if I go into my dates and I choose this quarter which in this example problem is December and I say okay let's update that so now we have the performance for the quarter so October through December so so we got the three months ended and then if I hit the drop down and I want to see I want to see the three other quarters and say update on that so now we've got the quarter ended January through March April through June July through September October through December and then maybe I want the total which should give us the total on the year so if I want to do that then I can I can make sure I have this updated here that I believe I did already and then I'm gonna go to the edit layout and check it out in this format so now we have our format and I can add a total column now note the default when we do that comparison is to have the oldest or the newest period first which is common because you might want it to have to look at it from the newest to oldest but if you're if you want to see it from left to right which you might do if you have multiple periods then of course you could reorient this just saying I'm gonna pull the January here and then April and then like so and then you might add the total column on the right so I can then add another column and say that I want the I want to have it to be a let's make it a formula column and click on that and I'm just gonna say that this is going to to equal January's plus this one plus this one plus this one now that could be a little bit tedious to kind of put together but once you have that put together then you could save this report and as it is there and so I don't want to show it as the percent I'm just going to call this the total and we will update the layout and see what that looks like so now we've got the income statement and this total number should still be the total on the year but now we have it broken out by quarter and so that's another format that you that you could use you can do the same thing by month if it was like early in the year you might want to do the first three you know that you could do it in that format as well so let's go ahead and save this information I'm gonna say let's save it as a custom report and I'll call it I'm gonna call it number four because that's after what we did last time even though I reset the data for the balance sheet so I'm gonna say custom report let's say it's number four and I'm gonna say income statement profit and losses just call it income statement by QT or quarter and so I'll save that and then I'm also going to print it as a PDF we'll send it to an Excel later I'm just gonna export it to a PDF so it looks like that I'm gonna then pull out my PDF folder just drag it into my folder and I should probably I should have changed the name and this is PDF I'm gonna say statement PDF and this is gonna be by quarter or QT which isn't the best professional name but this is just a practice right click I'm gonna rename this to there it is and if I was to open it up then that's what it looks like on a PDF now I could then attach it to an email with all these other reports I might want a number the number it so I might say rename number it let's make this number four so that then they know where to open it or we can export it to Excel and try to put them all on one PDF which will do in a future presentation if I go back to the first tab you'll note that in my accounting and reports drop down that in the custom reports drop down custom we now have this one here we don't have the last three we did with the balance sheet because I reset the data but we've got this one now so let's do another one I'm gonna go back to the original income statement right click on it duplicate it and then pull this to the right sometimes it gets a little finicky when you got these multiple tabs you got to save your adjustments to this report if you want to make multiple income statements or it might try to save your changes to to the new tab that you pulled open but in any case we're gonna open this one up now let's imagine that we want to have like two periods like two months that are gonna have the difference between the two months so let's let's do this we could do this by quarter again if we want to do that we could say I want to have this quarter let's say this quarter and then I want to compare it to the prior quarter so we'll say updates so now we've only got two quarters the latest one up front and I can take the difference between the two instead of adding them up this time so and you can imagine this kind of comparison in a similar fashion to compare into a prior year or something like that so now I'm gonna have a difference column and a percent change column so I want to add those I'm gonna edit the layout to do that and I'm gonna say delete the changes I think hopefully add a column up top and we're gonna say formula and this time I'm gonna click on this and say I want to take 2022 minus 2000 I'm sorry we want October minus yeah there we go that's right that minus that and that's gonna be our change or difference let's say and let's add another column I'm doing this fairly fast because we saw it before it's gonna be a formula column and I'm gonna say this one is gonna be the change or difference divided by the prior period which is July to September I wanted to show as a percent I'm gonna make it a percent difference difference and there it is so let's update the layout so there we have it and that looks good I'm gonna call this I'm gonna call this a comparative income statement I don't need the profit and loss I'm gonna delete the profit and loss I'm gonna remove the pennies this time which I probably should have done last time which is our custom and so there we have this one so that looks that looks you know nice and so then I might want to save that let's see if I can copy the name up top I'm gonna save it custom I'm gonna say it's gonna be number five I believe of that I'll copy that and then I might export it so I'm gonna save or export to a PDF I'm gonna drag that over into my file here my PDF boom so we have that one I'm gonna rename it right click and rename number five so now we've got those I'll do one more here so I'm gonna go back to the to the original income statement right click duplicate pull that to the right this will be our vertical analysis so I'll name it first this time so be vertical analysis which I probably spelled wrong again but whatever and then I'm gonna go down and say that this is gonna be an edit layout and how did we do this delete changes I'm gonna add this one and say we want a percent column this time percent column 2022 we want percent of income and there it is that's all we've got to do update it boom and so it's beautiful movie be to the end be and baby okay calm down decimals get rid of the decimals and there we have it and then I'm gonna copy this one this is number six on the reports so we've seen that last time so we've constructed that we'll save it as a custom boom number six we'll say copy in that save it and then we'll export it as a PDF pull it on over here into our folder rename it right click rename boom so now we've got all these forms that it starting to get quite extensive even with just variations and these limited variations we've made on the balance sheet of the income statement if you just attach all these to an email that's gonna be somewhat overwhelming so what you could do then is also have a cloud drive you can provide it to somebody or at the least you can zip it I'm gonna delete the zipped folder here you can right click on the folder and compress it if you're giving it to somebody which they they always change they still change it still messes me up the way they change the icons so there it is so you can attach that you might have a different compression software or whatever than this one so it might look different but you'll be able to attach that to an email or we can try to export these to excel use excel and a PDF printer to put them all on one file we'll do that next time also if I go back here to the software if I go to the first tab and we look at our custom in our reports and we go to our custom reports right here now we've got our custom reports so that in future periods this should be an even easier process we can just print these reports out as they're numbered batch them up provide them to clients on a monthly quarterly yearly basis you might have different reports that you provide on a monthly quarterly and yearly basis so you might want to deviate them up in some way or another but once you've set that up but the the flexibility of being able to do most of that editing and saving it in zero is quite nice