Profit and Loss Report


This report summarizes the revenues, costs, and expenses incurred during a specific period of time – usually a fiscal quarter or year. These records provide information that shows the ability of a company to generate profit by increasing revenue and reducing costs.

To Access Report

Go to Reports > Accounting > Profit and Loss

Report Details

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, This Year

Accounting: You can generate the profit and Loss Report for two types of accounting: cash basis or accrual accounting.

Report Printing Options

Choose to include zero balance accounts and/or choose to include prior year comparison

To preview the report, click View.

When ready, click Download.

Updated on May 31, 2018

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