Profit and loss report

How to view and export your Profit and loss report in Sage Sole Trader. This report shows your income, expenses, and overall profit for a selected period.

The Profit and loss report helps you understand how your business is performing over a specific time.

It lists your total income and expenses, showing whether your business made a profit or loss for that period. The report shows your income when you record the payment, not when you raise an invoice. So unpaid invoices don't appear as income. If a sale is missing from your report, you most likely need to record the payment first.

You can change the date range, export the report, or customise it to focus on particular account categories.

1. Go to Sole Trader. 
2. Go to Reports from the navigation.
3. Select Profit and loss.

Your report opens in the default view, showing income and expense totals for the selected date range. The system rounds figures, so drill down to view exact values.

• To adjust filters, layouts, or save your own view see Customise and save report views
• To export your report as a PDF, Excel, or CSV file, see Export reports
• To change filters, balances, or other report options, see Change report settings
• To view a detailed breakdown of the transactions on this report, see nominal activity detailed view