Dates and Calendar Dimensions:
Document Based Dimensions:
List Based Dimensions:
Traditional Profit and Loss Standard Analytic, but with the ability to show Budgets and Forecasts along side Actuals. This capability is not available inside of QuickBooks as it requires two different reports - one for Budget and Actual, and one for Forecast and Actual.
Filter or organize by Class
Ten years of data, counting back from the latest year chosen in the QQube Configuration Tool for Financial Summary Reports. All other Financial Summary reports in QQube are 3 year summaries by period (month for non 52/53 tax year).
Calculations for current month, previous year, are available in the PowerBI shells.
This method of aggregating is useful when you want to create YTD and MTD to the very date you want - including budgets and forecasts. Developers also favor this method as it is sometimes easier for them to create custom solutions than the "fixed" period method used in other Financial Summary Subjects.
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