Profit and Loss Reports

1. Types of P&L Reports

2. Customize Options

1. Types of Profit & Loss Reports:

  • Accrual Basis

  • Cash Basis

  1. Go to Reports > Live Financials > Profit and Loss Reports

  2. Move your cursor to the top-right corner and select the required report type from the drop-down menu.

2. Customize Report Options:

You can customize the report using the following view options:

  • Weekly

  • Monthly

  • Total Only

  • Departments

You can also apply periodic comparison options:

  • % of Income

  • Previous Period

  • Last Year

Last updated

Was this helpful?