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Running the Profit and Loss Report

Generate the Profit and Loss report to get a summary of your organization’s income, revenue, and expenses over a selected period.

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Prerequisites

  • You have access to the Reports module under Accounting
  • At least one financial transaction (income or expense) has been recorded in the system
1

Navigate to the Profit and Loss report

Go to Accounting > Reports > Profit and Loss. The report page will load automatically.
2

Run the report

Click the Run Report button to generate the report. The system will process your financial data and display the results.
3

Review the results

Once the report has loaded, review the output. The report will display sections for Income or Revenue as well as Expenses, giving you a complete view of your profit and loss position.
The report may take a few moments to load depending on the volume of transactions in your system. If the results do not appear immediately, wait a few seconds before scrolling through the report.
Use the Profit and Loss report regularly — such as at the end of each month or financial quarter — to monitor your business’s financial health and identify trends in income and spending.