Solution Properties
Solution ID:
222001000101140
Last Modified Date:
Thu Jul 30 11:24:24 UTC 2026
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Run the profit and loss - standard
Description
Cause
Resolution
  1. Go to Reports, then select Profit and loss - standard.
  2. From the Period dropdown, choose the period you want to report on.
  3. To set your own dates, select Custom.
  4. If you use analysis types, you can select More, then report by analysis type and category. 
  5. Select Calculate to generate the report.

TIP:

Drilling down on a ledger takes you to the Nominal Activity report for more transaction details.

To save or print the report, from the Export dropdown, select CSV or PDF.

Steps to duplicate
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