To generate an Income and expenditure report

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This report lists the income and expenditure of the school.

1. From the top menu choose Reporting. On the Records tab choose Income & expenditure analysis and Income and expenditure.
2. In the Display section:
   • To include the search criteria in the report, tick the Search criteria box.
   • To add notes to the report, tick the Report notes box and enter the required text in the displayed box.
     
   • You can choose to sort and subtotal by the Analysis sort key, which you can define in the Settings section.
   • To show the full detail for each budget account, tick the Show full detail box.
   • You can also choose to change the layout so that Income and Expenditure each start on a new page.
   • Choose the report Detail options that you require. You can choose to show the Analysis listing or the Profile report.
3. In the Settings section, enter any criteria you want to apply to this report as follows:
   • Analysis type  - Choose to show Income and Expenditure, just Income or just Expenditure.
   • Analysis codes - Choose a range of analysis codes to include.
   • Sort key - To filter the accounts using a sort key, select them from the drop-down lists.
   • Exclude inactive - By default inactive accounts are excluded. Click the switch to include them if required.
4. Click Generate report. The report opens in the Report viewer.