What is it and what is it for? #

The Profit and Loss (P&L) report provides a comprehensive overview of income and expenses for each month throughout the year. It allows you to track the progression of profits and losses over time. The report consolidates the same data as the Financial Report (period report), but offers additional features and filters for in-depth analysis. Read more in this article.

How to read the report? #

To start working with the report go to the Finance – Analytical Reports – Profit & Loss Report section.

The data in the report is organized by months and presented as clickable links. By clicking on a link, Altegio will display a list of all operations related to the selected item and period, allowing for easy access to detailed information.

Example:

If you click the data for expenses a new window will open with details on operations for the period for that item (view the screenshot below).

Expenses on payroll can be detailed by positions or team members. The sums shown are the sums before taxes.

If necessary, the data can be downloaded as Excel using the Export to Excel button in the upper right corner.