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Anonymous
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Thanks for joining the conversation, @Joerob35,

 

I can add a bit more about the Profit and Loss report displaying MTD or YTD income activity.

 

If you're using multiple comparative period on the P&L report, the % of Income filter will apply on the total sales shown. If you want to view the percentage for each time span, you'll need to pull it up one at a time.

 

Once done, export the report to Excel then manually combine the data there. 

 

  1. Open the Profit and Loss report.
  2. Enter the Report period, and select the Comparative another period.
  3. Click the Export icon and select Export to Excel.
    hoy6.PNG

Please let me know how the steps goes. I'm here to help whenever you need further assistance.

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