> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.invoicera.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Generate profit and loss report (New Design)


###### Steps to Access Profit & Loss Reports

1. Log in to the application using valid credentials.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1wn7l74.png)

2. Navigate to the **Reports** section under **Analytics & Apps**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1pkasxa.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1umcyb4.png)

3. Under the **Accounting Reports** section, click on **Profit & Loss Reports**.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1bbjkwh.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_cv3n45.png)

4. Click on **More Actions**. A dropdown menu will appear with the following options:

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_zsoa8a.png)
   * **Print**
   * **Export Excel**
   * **Export CSV**

5. Click on **Filters** under the **Settings** section to apply the required filters and generate the report based on the selected criteria.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_17p75nq.png)
###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_my6dp1.png)