Create a Profit and Loss Report

Build a Profit and Loss Report for a specific period of time so you can review your income and expenses.

  1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Reports” tab.
  3. In the “REPORTS” window that opens, click on the “Profit and Loss Report” link.
  4. In the “PROFIT AND LOSS REPORT” window that opens, click in the “Date Range” box to reveal a calendar from which to select the beginning and ending dates of the range of financial activity.
    • To change the month, click on the forward and back arrows at the top right corner of the calendar window.
  5. Click on a date to select it. Click on the “Set” link at the top right corner of the window to close the calendar, and return to the “PROFIT AND LOSS REPORT” window.
  6. In the “Display Columns By” area, select the way you want to display your information. Choose “Totals,” “Month,” “Quarter,” or “Year,” depending on how much detail you want to see.
  7. Click on the “Run Report” button to display your report. To download your report as a PDF file, click on the “Export as PDF” button.