Cybooks Help Centre

Read the Profit & Loss report

Review income and expense presentation for a chosen period and comparison.

Profit & Loss shows income and expense information for the period you select.

  1. Open Reports and choose Profit & Loss.
  2. Set Date range and Compare with.
  3. Review any additional filter selection, then select Update.
  4. Read the account groups and the totals for the period, using the comparison columns where needed.
Profit and Loss with period and comparison controls and income and expense rows.

A report refresh changes the displayed period, not the underlying journal entries. If a figure looks unexpected, check the period, comparison and filters first, then investigate the related accounts.

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