Is there a way to replicate the P/L report using S...
# general
l
Is there a way to replicate the P/L report using SuiteAnalytics Workbook or saved search? I just need to be able to show the subtotals like gross profit, net income, etc.
r
Assuming you're using the out of the box Income Statement, you should be able to get there by using groupings and account types. If you're not it's going to be way more complicated. i.e. put in a formulas like case when {accountype}='Income' then {amount} else 0 end and then take that minus case when {accounttype}='Cost of Goods Sold' then {amount} else 0 end to get gross profit Complexity level also impacted by getting the negatives right on the accounts, if there are FX impacts, etc. Might need to use FX Amount and all that good stuff
Could in theory do the same thing if you're not using the out of the box Income Statement, but the formulas are going to be way more messy since you'd have to list out individual accounts or account groups.
l
@RJMNS what I can't replicate actually is the subtotal such as gross profit line, net operating income, etc.
r
put in a formulas like case when {accountype}='Income' then {amount} else 0 end and then take that minus case when {accounttype}='Cost of Goods Sold' then {amount} else 0 end to get gross profit
this doesn't work?
l
@RJMNS isn't that going to be a column and not a row in the saved search?
r
Oh I see now. I think I misunderstood your ask at first. Yeah I don't think you'll be able to do that in a Saved Search. Possibly in a SA Workbook + Pivot, but I haven't played with the pivots enough to know if that might work there.
l
No worries. Thanks anyway.