Profit and loss report

Summary

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.

Description

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.

NOTE:

This report is only available in the paid tier of Sole Trader.

Resolution

  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.

NOTE:

The nominal activity report is only available in the paid tier of Sole Trader.

Solution Properties

Solution ID
230721085445427
Last Modified Date
Thu May 21 10:11:48 UTC 2026
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