Let us see how to generate the Profit and Loss Summary report.

  • Navigate to Reports.
  • Click on Management Reports.
  • Search for Profit and Loss Summary report.
  • Click on the resulting report.
  • The Profit and Loss Summary page will open.
  • key in the To Period and other required fields.
  • Click on Submit button.
  • The report will be generated as per the given period.
  • To download the report, click on XLS button.

Finally the Profit and loss Summary report is generated.