Run Profit And Loss Reports
Set date ranges, generate, view, and export P&L reports.
Run Profit And Loss Reports
Learn how to run a saved Profit and Loss report in Propio, including viewing, exporting, and navigating report sections.
Steps
1. Introduction
You will learn how to select the report, set the date range, generate, view, and export the report effectively.
2. Open Saved Reports
Click the Saved Reports section to access your previously saved financial reports.
3. Select Profit And Loss Report
Click the Profit and Loss report to open the specific financial report you want to run.
4. Open Start Date Selector
Click the Start date field to begin setting the report's starting date for the desired period.
5. Open End Date Selector
Click the End date field to set the report's ending date for the desired period.
6. Generate Report
Click the Generate button to create the Profit and Loss report based on the selected date range.
7. View Generated Report
Click the View button to open and review the generated Profit and Loss report details.
8. Export Report As PDF
Click the Export PDF option to prepare the report for downloading in PDF format.
9. Download PDF Report
Click the Download button to save the exported Profit and Loss report PDF to your device.
10. Collapse Report Sections
Click the Collapse all button to minimize all sections of the report for a summarized view.
11. Expand Report Sections
Click the Expand all button to open all sections of the report for detailed analysis.
Summary
You have successfully run a saved Profit and Loss report by selecting the report, setting the date range, generating, viewing, and exporting it. You can now review the report details or perform additional financial analyses as needed.