The Period-Wise Comparison Report helps you track performance over time. It’s designed to show trends, highlight seasonal patterns, and measure growth or changes between specific periods in a way that’s easy to follow.
Creating a Period-Wise Comparison Report
Open Reports
Go to Group Financial Reporting > Reports and click Add Report.Choose Report Type
From the dropdown, select Compare Period Wise.Set the Basics
Report Name: e.g., “Q1 vs Q4 P&L” or “2025 Monthly Trend”
Template Type: Profit & Loss or Balance Sheet
Group & GRT: Pick the relevant group and reporting template
Define the Timeframes
Year: Select the financial year (e.g., 2025)
Frequency: Monthly, Quarterly, Semi-Annual, or Annual
Period: Choose the main period you want to review
Compare With: Previous Period, Same Period Last Year, or Custom
Comparison Options
Tick Arrange period/year from oldest to latest if you want results shown left to right in chronological order.Currency
Choose your reporting currency (e.g., USD). GATHER automatically translates each period using the correct exchange rate.Generate Report
Double-check your selections, then click Add.
Reading the Report
Reading the Report
Header: Shows what’s being compared and in which currency
Completion Status: Green ticks confirm periods are fully consolidated
Columns: Each period is shown side-by-side, making it easy to spot movement
Account Structure: Consistent across periods so you can compare like-for-like
Drill-Down: Click any figure to see the underlying transactions
What to look for
Revenue: Growth, seasonal spikes, recurring streams
Costs: Expense shifts, efficiency gains or losses
Margins: How profitability changes over time
Balance Sheet: Movement in assets, liabilities, and equity
Advanced Options
Advanced Options
Email Reports: Share directly with colleagues (up to 10 addresses). Add a short note for context if needed
Export: Download to XLS or XLSX for deeper analysis
Annotations: Add comments to explain trends or note external factors
Managing Reports
Managing Reports
Edit: Update periods, entities, or other settings
Duplicate: Reuse the setup for a new comparison
Delete: Remove old reports you no longer need
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.