Run Ad-Hoc Profit And Loss Reports
Customize date ranges and compare financial periods for detailed insights.
Run Ad-Hoc Profit And Loss Reports
Learn how to run ad-hoc profit and loss reports in Propio with period comparison features.
Steps
1. Introduction
You will learn to customize report dates and compare financial periods for detailed insights.
2. Access Standard Reports
Click the Standard Reports section to begin accessing available financial reports.
3. Select Profit And Loss Report
Click the report titled "A breakdown of your income and expenses, showing how much your business earned or spent over a chosen period" to view profit and loss details.
4. Choose Compare Feature
Click Compare to enable side-by-side analysis of different financial periods.
5. Open Start Date Selector
Click the From date field to set the beginning of the report period.
6. Enable Percentage Change View
Click the % Change option to display percentage differences between compared periods.
Summary
You have successfully run an ad-hoc profit and loss report by selecting the desired date range and enabling comparison features. This allows you to analyze your business's financial performance over specific periods for informed decision-making.