View source for MYOB Endpoint: ProfitAndLossSummaryReport

== Overview ==

The MYOB '''ProfitAndLossSummaryReport''' [[MYOB Endpoints|endpoint]] provides the net movement values between a start date and an end date. This report only '''includes detail accounts''' and '''excludes header accounts'''.

Note an alternate endpoint named [[MYOB Endpoint: ProfitAndLossSummaryReportTable|ProfitAndLossSummaryReportTable]] is available which provides a format that can more easily integrate with Tableau, SSIS and Azure Data Factory.

It is a [[Function Endpoints|function]] that accepts a series of parameters.


== Parameters ==

The ProfitAndLossSummaryReport endpoint is a [[Function Endpoints|function]] that accepts the following parameters.

;StartDate
:A [[Field Type: Date|date field]] that determines the start date for which to produce values.
:If omitted, it will use the first date of the last calendar month.

;EndDate
:A [[Field Type: Date|date field]] that determines the end date for which to produce values.
:If omitted, it will use the last date of the last calendar month.

;ReportingBasis
:A [[Field Type: Text|text field]] that determines the way the values will be calculated.
:Possible values are:
:* '''Accrual''': Indicates values should be on an accrual basis (based on invoice dates).
:* '''Cash''': Indicates values should be on a cash basis (based on payment dates).

;YearEndAdjust
:A [[Field Type: Boolean|true/false field]] that determines if year end adjustment should be included or excluded.


== Fields ==

The following fields are available for the ProfitAndLossSummaryReport endpoint.

;StartDate
:A [[Field Type: Date|date field]] that indicates the start date for which to produce values.
:This will match the StartDate entered as [[#Parameters|parameter]].

;EndDate
:A [[Field Type: Date|date field]] that indicates the end date for which to produce values.
:This will match the EndDate entered as [[#Parameters|parameter]].

;ReportingBasis
:A [[Field Type: Text|text field]] that indicates the way the values will be calculated.
:This will match the ReportingBasis entered as [[#Parameters|parameter]].

;YearEndAdjust
:A [[Field Type: Boolean|true/false field]] that indicates if year end adjustment should be included or excluded.
:This will match the YearEndAdjust entered as [[#Parameters|parameter]].

;AccountsBreakdown
:A [[Field Type: Table|table field]] that provides a list of all values by accounts.
:See [[#AccountsBreakdown Fields|AccountsBreakdown Fields]] for more information.


== AccountsBreakdown Fields ==

The [[#Fields|AccountsBreakdown]] field contains the following sub-fields.

;AccountTotal
:A [[Field Type: Decimal|decimal field]] that provides the total for a given account.

;Account
:A [[Field Type: Record|record field]] that identifies the [[MYOB Field: Accounts|account]] associated.


== MYOB API ==

For a detailed run through of the endpoint, you can see the [https://developer.myob.com/api/accountright/v2/report/profitandlosssummary/ MYOB API].


== Related Fields ==

:[[MYOB Field: Accounts|Accounts]]


== Related Endpoints==

:[[MYOB Endpoint: BalanceSheetSummaryReport|BalanceSheetSummaryReport]]
:[[MYOB Endpoint: BalanceSheetSummaryReportTable|BalanceSheetSummaryReportTable]]
:[[MYOB Endpoint: BalanceSheetSummaryReportMultiPeriodTable|BalanceSheetSummaryReportMultiPeriodTable]]
:[[MYOB Endpoint: ProfitAndLossSummaryReportTable|ProfitAndLossSummaryReportTable]]
:[[MYOB Endpoint: ProfitAndLossSummaryReportMultiPeriodTable|ProfitAndLossSummaryReportMultiPeriodTable]]


== Related Topics ==

:[[MYOB Models]]
:[[MYOB Endpoints]]