One of the most used reports in Aplos is the Income Statement Report. In this guide, learn how to manage and edit your Income Statement Report in Aplos.

You can find your Income Statement by clicking on Reports in the top menu bar. On the Reports page, select Income Statement.

Editing your Income Statement Report

Once on the Income Statement page, you’ll see a light blue bar at the top of the page with a selection of drop down menus which allow you to filter the information you’d like to appear on your Income Statement.

You can choose to apply the following filters:

• Date Range (choose a specific time frame or set a custom range)
• Accrual versus Cash
• Accounts (search for the account(s) you’d like to appear on the statement or select all)
• Funds (search for the fund(s) you’d like to appear on the statement or select all)
• Tags (search for the individual tag or select from a category of tags)

To customize your Income Statement specific to your organization, you can take the following options:

• Click to upload your logo on the top right of the report
• Click the pencil icon next to the report title to rename your report and select “Save”

Additional customization options can be found by clicking the Customize button located on the right side of the light blue menu. A separate menu will open up with customization options include:

1. Display (select from Inactive accounts, Subtotal by group, Sub accounts, Account rows, Zero balances)
2. Formatting (select from Hide cents, Divide by 1,000, and options for displaying negative numbers)
   • Note: In Aplos, the default for displaying negative numbers is black text with parenthesis. Example: ($100.00).
3. Columns
   • Hide columns by unchecking the box to the right of a column name.
   • Move columns by clicking on the six dots to the left of a column name, and then dragging the column in the order you’d like it to appear on the report.

Once you’ve selected your customizations, click Apply at the bottom of the Customize menu to save your selections.

Saving and Sharing your Report

If you have made customization to your income statement and would like to save these customization for future use, you can save your report by clicking the save button at the top right. This will prompt you to create a name for your report before saving.  Once saved, your report will populate in the "saved" section on the main reports screen.

If you would like to share your income statement report via email you can do so by selecting the share option at the top right. You can choose to send an email immediately or schedule an email to go out at a later time.

Note: Only saved reports will have the option to schedule an email.

To learn more about scheduling an report email check out this article.

Exporting your Income Statement Report

To export your Income Statement, click Export at the top right of the page. You’ll then see options to export the report as a CSV, PDF, or XLSX file. When you select one of the export options, the Income Statement will download with whichever filters you have currently applied to the report.