Generating the profit and loss report

To know the profitability of your company, 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 > 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.

The profit and loss report is generated and includes all of your company’s profit and loss report.
You can export the report to an Excel file in .csv or .xlsx format.

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