P&L monthly

Support
1

Hi, I have power user subscription, which should allow me to view P&L by month. When I run the report for specific dates and switch to monthly view it doesn’t show my selected period but picks up the last 12 months. Could you please let me know how to get segmented P&L for specific period.
thank you

2

Hello @jronchetti

As you have a subscription you will see it under Reports > Show all reports.

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3

Hi
I have run the report but my problem is that it would not select my specified dates. It is showing results for last 12 months. I need to see the segmented P&L for my financial year (Apr24-Mar25).

4

Hello @jronchetti

The segmented profit and loss report only has specific options

  • Last 12 months (last 12- from run date)
  • Quarters (last 8)
  • Year end date (last 4)
  • Calendar years (last 4)
  • Fiscal tax years (last 4)