Once the reports are in Excel, you can do a lot more, such as adding more data, redo columns & rows, use formulas, more filtering, etc.
For example:
Your management require a P&L Standard vs Budget reports with the following columns: P&L Jun, P&L July, P&L YTD, Budget YTD , and Budget Annual. Note that since a sample file is used, the year is set to 2014.
First, create P&L for the month of July and P&L YTD:
- go to Report > Company & Financial > P&L Standard
- choose Dates selection to Custom and fill in July 1, 2014 to July 31, 2014
- click Customize button, check Previous Period box and YTD box
- click Collapse button, the report looks like below:
- Export the above report to Excel.
Second, creating Budget YTD and Budget Annual:
- go to Report > Budgets & Forecasts > P&L Budget Performance
- set Dates to Custom and fill in from Jul 1, 2014 to Jul 31, 2014
- set Columns to Year
- Click Customize, check Show Actual box
- Click Collapse button, the report looks like below:
- Export this report to Excel.
Then in Excel, you can combine these two reports to produce the required report by copying required columns from one Excel sheet/file to another sheet/file and deleting unnecessary columns.