MYOB Endpoint: ProfitAndLossSummaryReport
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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
Related Endpoints
- BalanceSheetSummaryReport
- BalanceSheetSummaryReportTable
- BalanceSheetSummaryReportMultiPeriodTable
- ProfitAndLossSummaryReportTable
- ProfitAndLossSummaryReportMultiPeriodTable