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.