The Profit and Loss (P&L) Statement is a report that details the revenues, costs, and expenses incurred over a certain time.
- In the Dashboard click on the left sidebar
- Within the left side bar click on “Reports”
- Fill in the following:
- Report Type: Specify the type of report, in this case, “profit-loss”
- Type: Choose the relevant property type “General” or “Property-based”
- Date Range: Set the date range for the report.
- Period: Specify the period for which the report should be generated.
4. Click ‘Apply’ to confirm the selected filters for the report.
- There is an option to compare with a Prior Year: If needed, Click on “Compare with a Prior year” and compare the current report with the data from a prior year.
Export as .pdf: Choose the option to export the report in PDF format.
