Visual report - where is the line graphs for profit?

Hi,

I feel the visual reports are lacking on quickfile. For instance, there doesn’t appear to be any historical line charts of profits, with two lines showing profit and expenditure - so one could, at a glance, see their business performance.

Unless I’m missing it?

OK I have now seen the custom reports and it’s easy to make.

However, I’m surprised there aren’t some basic template ones, including the one I just made showing profit/loss.

Hi @tom_44

If you go to Reports >> Profit and Loss and click Visualise, there is a pie chart there breaking down the individual parts.

There’s a more detailed line graph available if you have a Power User Subscription, by viewing the Segmented Profit and Loss Report and again, clicking Visualise.

I hope this helps.

I’m a power user but I don’t see that. Only a piechart.

Please check my account as I’m not seeing the segmented option. Thanks

You can find it by going to Reports >> Show All Reports >> Segmented Profit And Loss

Or, there’s a link from the Profit and Loss report itself:
image

I see, thanks…

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