Profit and Loss Reports in Docyt

Profit and Loss Reports Docyt

Table of Contents:

1. Types of P&L Reports

2. Customize Reports

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