How to Generate profit and loss report (New Design)

Steps to Access Profit & Loss Reports

1. Log in to the application using valid credentials.

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

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

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

• 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.

Updated on: 17/08/2026