Profit and Loss

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The Profit and Loss (P&L) Statement is a report that details the revenues, costs, and expenses incurred over a certain time.
  1. In the Dashboard click on the left sidebar
  2. Within the left side bar click on “Reports”

  3. 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.

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