MYOB Endpoint: ProfitAndLossSummaryReport

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.

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

Accounts


Related Endpoints

BalanceSheetSummaryReport
BalanceSheetSummaryReportTable
BalanceSheetSummaryReportMultiPeriodTable
ProfitAndLossSummaryReportTable
ProfitAndLossSummaryReportMultiPeriodTable


Related Topics

MYOB Models
MYOB Endpoints