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

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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