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Run a Profit And Loss Report

The P&L report gives you a real-time view of your client's income and expenses for any period. Use it for monthly closes, client reviews, or any time you need a snapshot of financial performance.

Steps

00:00: This video explains how to access and download a Profit and Loss report in Propio.

00:05: You will learn how to access the report, select specific periods and dates, and

00:08: export it in multiple formats.

00:11: Click on Reporting on the left sidebar.

00:14: And select Profit and Loss.

00:16: Once you enter the Profit and Loss Report, choose a Reporting Period from the

00:18: predefined list.

00:22: Alternatively, you could set a custom range, choosing manually a Starting date...

00:27: And an End date.

00:29: After you defined the desired period, you can then export your report by clicking

00:32: Export to, and then choosing the preferred format.

00:37: You have successfully navigated through the Profit and Loss report in Propio and

00:41: learned how to set the reporting period and export these

00:45: reports in different formats. Read the article below for two additional tips and

00:48: 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 once a period is selected
  3. To export, click the Export to toggle in the upper right and choose your format: PDF, Excel, DOCX, or Headerless CSV

💡 Tip 1: Use the toggle arrows (›) next to each account to collapse rows for a high-level summary or expand them for a detailed breakdown — useful when presenting to a client vs. doing a deep review yourself.

💡 Tip 2: Any dollar amount in the report is clickable (shown in blue and underlined). Click it to drill down into the individual transactions that make up that figure — for example, clicking the total for Office Supplies shows every transaction included in that amount. See Drill Down from Reports to Transactions for the full guide.

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