On the Operating Statement page, the Actions line (1) contains functions that allow you to manipulate and export your operating statement data. These actions are:
- Copy
- Annualize
- Combine
- Add or Subtract
- Download Excel Rollup
Copy
Copy the data from an existing operating statement to a new operating statement.
Annualize
Select an existing operating statement and create a new annualized operating statement. If one month is covered on the existing operating statement, Annualize will create a new operating statement with the existing operating statement data multiplied by 12.
Combine
Combine multiple operating statements into one new statement (for example, 12 monthly statements into one twelve-month statement).
Add or Subtract
Add or subtract one operating statement from another to create a new operating statement.
Download Excel rollup
Download one or more operating statements into an Excel spreadshet. If multiple operating statements are selected, the download will show each individual statement and a rolled up column that includes all of the statements.
