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Question

How to Pull Financial Report in IFS (IEE)

M
Sidekick (Customer)
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Happy New Year great community,

Can someone advise step by step approach on how to pull financial report in IFS? 

Thanks for your help,

Mesh 

    2 replies

    william.klotz
    Superhero (Customer)
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    • william.klotz
    • Superhero (Customer)
    • 479 replies
    • January 7, 2023

    Hi @meshfemi ,

    My first question is what financial information are you looking to report?

    You could go to operational reports and look at the report which are available specifically those against the general ledger.  If you are looking for a profit / loss report I'd recommend creating that using the Excel plug-in call IFS Business Reporter in IFS App 10.

     

    Regards,

    William Klotz

    M
    Sidekick (Customer)
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    • meshfemi
    • Author
    • Sidekick (Customer)
    • 65 replies
    • January 11, 2023

    @william.klotz, 

    Appreciate your input. The report was monthly income statement report was in Order Report. This has been resolved now.

    Thanks

    Mesh 

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