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Run a Profit And Loss Comparison Report

The P&L Comparison report lets you view any two periods side by side — so you can show a client how this month stacks up against the last, compare year-over-year performance, or analyze any custom date range without building a manual spreadsheet.

Steps

00:00: This video explains how to access and download a Profit and Loss comparison report

00:02: in Propio.

00:06: You will learn how to access the report, select specific periods to compare, and

00:09: export the report in your preferred format.

00:13: Click on Reporting on the left sidebar.

00:16: Then click "Profit and Loss".

00:19: You are now ready to customize the reporting dates.

00:23: Choose the main Reporting Period from the predefined list.

00:28: Now, click "Compare" to enable comparison between two reporting periods.

00:33: Set the period you want to compare your main period against.

00:37: You can also click "dollar change" and "percentage change" to display the absolute

00:39: and percentage change between periods.

00:45: Finally, click the "Export to" button in the upper right to download your report in

00:47: your preferred format.

00:50: You have successfully navigated through the Profit and Loss comparison report in

00:52: Propio and

00:54: learned how to set the comparison periods and export the report in different

00:56: formats.

00:59: Review the Related Articles sections for other Reporting guides.

 

  1. Go to Reporting → Profit and Loss in the left sidebar
  2. Click under Report Period to select a predefined period or set a custom range using the From and To date fields — the report loads automatically
  3. Click Compare to open the Report Configuration panel
  4. Set the comparison period using Select Period or the From and To date fields
  5. Optionally check $ Change, % Change, or both to include variance columns in the report
  6. To export, click the Export to toggle in the upper right and choose your format: PDF, Excel, DOCX, or Headerless CSV

💡 Tip: The % Change column is especially useful for client presentations — it immediately surfaces which expense categories grew or shrank the most between periods, without the client needing to do the math.

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