The Profit and Loss (P&L) Statement: This report details the revenues, costs, and expenses incurred over a certain time.

Open your Dashboard, click the left sidebar, and select Reports.

Fill in the following:

1. Report Type: Specify the type of report, in this case, “profit-loss”
2. Type: Choose the relevant property type “General” or “Property-based”
3. Date Range: Set the date range for the report.
4. Period: Specify the period for which the report should be generated.

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.