Project Report – Monthly Profit & Loss

The project monthly profit and loss report is a financial statement that summarizes the revenues, costs and expenses incurred over a calendar month, filtered by project.

Running the Report

To run the Project Monthly Profit & Loss (P&L), go to Projects > Select the Project > Monthly Profit & Loss report on the right.

Google Chrome 4

This report will present your profit and loss report as a line graph detailing your turnover, net profit and gross profit over your selected period.

Use the start date and end date options in the top right to select your period, please note that as this is the monthly profit and loss the dates entered here will be all inclusive of the selected months.

For example, entering in 25/02/2013 – 05/03/2013 will detail the profit and loss for all of February and all of March.

You can use the buttons above the report to print the report or download it to a CSV spreadsheet.

The report can also be accessed in Reports >  Financial > Monthly Profit & Loss

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