MYOB Endpoint: ProfitAndLossSummaryReport: Difference between revisions
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Created page with "== Overview == The MYOB '''ProfitAndLossSummaryReport''' endpoint provides the net movement values between a start date and an end date. This report only '''inc..." |
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== Overview == | == Overview == | ||
The MYOB '''ProfitAndLossSummaryReport''' [[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'''. | 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. | It is a [[Function Endpoints|function]] that accepts a series of parameters. | ||
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:A [[Field Type: Text|text field]] that determines the way the values will be calculated. | :A [[Field Type: Text|text field]] that determines the way the values will be calculated. | ||
:Possible values are: | :Possible values are: | ||
:* '''Accrual''': Indicates | :* '''Accrual''': Indicates values should be on an accrual basis (based on invoice dates). | ||
:* '''Cash''': Indicates | :* '''Cash''': Indicates values should be on a cash basis (based on payment dates). | ||
;YearEndAdjust | ;YearEndAdjust | ||
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The following fields are available for the ProfitAndLossSummaryReport endpoint. | The following fields are available for the ProfitAndLossSummaryReport endpoint. | ||
;DataFile | |||
:A [[Field Type: Record|record field]] that provides the [[Field: DataFile|DataFile]] associated with the data. | |||
;StartDate | ;StartDate | ||
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:[[MYOB Endpoint: BalanceSheetSummaryReport|BalanceSheetSummaryReport]] | :[[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]] | |||
Latest revision as of 18:12, 2 April 2025
Overview
The MYOB ProfitAndLossSummaryReport 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 ProfitAndLossSummaryReportTable is available which provides a format that can more easily integrate with Tableau, SSIS and Azure Data Factory.
It is a function that accepts a series of parameters.
Parameters
The ProfitAndLossSummaryReport endpoint is a function that accepts the following parameters.
- StartDate
- A 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 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 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 true/false field that determines if year end adjustment should be included or excluded.
Fields
The following fields are available for the ProfitAndLossSummaryReport endpoint.
- DataFile
- A record field that provides the DataFile associated with the data.
- StartDate
- A date field that indicates the start date for which to produce values.
- This will match the StartDate entered as parameter.
- EndDate
- A date field that indicates the end date for which to produce values.
- This will match the EndDate entered as parameter.
- ReportingBasis
- A text field that indicates the way the values will be calculated.
- This will match the ReportingBasis entered as parameter.
- YearEndAdjust
- A true/false field that indicates if year end adjustment should be included or excluded.
- This will match the YearEndAdjust entered as parameter.
- AccountsBreakdown
- A table field that provides a list of all values by accounts.
- See AccountsBreakdown Fields for more information.
AccountsBreakdown Fields
The AccountsBreakdown field contains the following sub-fields.
- AccountTotal
- A decimal field that provides the total for a given account.
- Account
- A record field that identifies the account associated.
MYOB API
For a detailed run through of the endpoint, you can see the MYOB API.
Related Fields
Related Endpoints
- BalanceSheetSummaryReport
- BalanceSheetSummaryReportTable
- BalanceSheetSummaryReportMultiPeriodTable
- ProfitAndLossSummaryReportTable
- ProfitAndLossSummaryReportMultiPeriodTable