Generating the profit and loss report

To know the profitability of your business, generate a profit and loss report. You can generate it at the end of the fiscal year or for a shorter period in the case of an intermediate profit and loss report.

To generate the profit and loss report:

1. Access the Profit and loss report.

   Reports and exports > Financial reports – Profit and loss

2. Choose a period (Fiscal year / Date).
3. If necessary, show Only lines with amount.
   This limits the number of rows to only those rows that have a non-zero amount.
4. Generate the profit and loss report.

You can export the report to an Excel file in .csv or .xlsx format.