Run the Profit and loss - customisable report

The customisable Profit and loss:

• Includes three default views to give you quick, ready-made layouts
• Allows you to choose a new date range for each view, with clear visual descriptions
• Lets you use multiple date range types and show totals per period or as a single total
• Allows comparisons across periods and financial years, including variance tracking
• Combines the existing standard and comparative reports into one flexible view

1. Go to Reports.
2. Select Profit and loss - customisable from the dropdown.
3. Change your date range, settings, view, or share the report from here.

Read change report settings to understand how to customise the report further.

Save report views