Owner By Period report

The Owner by Period report displays profit center totals by period in a format typically used by owners. You can also choose to compare the base dataset to another dataset. With this report, you can evaluate your profit centers and how they are performing in relation to each other.

This report must be configured in the Budgeting Report Builder prior to running for the first time. However, this report shares the same configuration as the Owner by Total and Quarterly 30/60/90 reports, so if you have already configured either one of those reports, you would not need to configure this report.

Key Information

  • Provides a performance overview of profit centers by period, by amounts, or by percentages.

  • Allows for one configurable reference dataset.

  • Displays the following information:

    • Profit center totals by period.

    • Totals for either amounts only or percentages only.

  • Prints in a one-page format typically used by owners.


For more information: