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Analyse your profit or loss

The Profit and loss report makes it easy to review your business performance. You can see what's contributing the most to your bottom line, and the areas of your business that could be performing better.

You can also compare this year's results to the previous year, to see if there are any improvements. And if you've set up a budget, you can see if you've achieved what you expected.

Note that the profit and loss report shows GST exclusive values, as the GST is allocated to the GST accounts when transactions are recorded.

Exporting, saving and printing

You can export your report as an Excel spreadsheet or PDF by clicking Export. Note that you must enable editing of the spreadsheet from within Excel. If editing is disabled, the spreadsheet will not display the totals calculated in the report.

When exporting PDFs, you can also choose which style template you want to use. When the PDF displays, you can save it.

When viewing a report, click View and print to display the report as a PDF in a new browser tab, where you can save or print it.