How to Generate and Export the Profit & Loss Report

The Profit & Loss (P&L) report is the most important financial statement. It shows whether your business made money or lost money over a period.

Steps

1. Go to Reports → Profit & Loss.
2. Date Range: Set the start and end date (e.g., July 1, 2025 – June 30, 2026 for a full tax year).
3. Location: Select All Locations for a consolidated view, or pick a specific branch.
4. Click Generate Report.

Reading the P&L

• Revenue (Sales): Total invoiced sales value.
• Cost of Goods Sold (COGS): The purchase cost of every item sold.
• Gross Profit: Revenue − COGS. This is profit before operating expenses.
• Operating Expenses: All recorded expenses (rent, utilities, salaries, etc.).
• Net Profit / Net Loss: Gross Profit − Operating Expenses. This is your bottom line.

Exporting

1. Click Export to Excel to download a spreadsheet for your accountant.
2. Click Print to open the print-friendly version.