Finance
Review Profit & Loss reports
Read the period-based Profit & Loss reports in the Finance menu.
Open Finance → Profit & Loss to review the business’s period-based profit and loss reports. The page opens with a recent reporting period selected; choose another period in the picker when you need to compare different dates.
Check the business and reporting dates before comparing totals. Use the figures shown on the report to identify an area to review, then open related sales, purchases, or stock records for more detail. This page is separate from the broader Reports area, which includes end-of-day and other operational reports.
If the report has no activity, confirm that the business has saved records within the selected period. Available reports can also depend on your role and enabled modules. See business and end-of-day reports for other reporting views.
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