> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/general-ledger/general-ledger-module/gl-analysis/gl-analysis-profit-and-loss.md).

# Profit & Loss

The **Profit & Loss Report** provides a summary of the organisation's financial performance during a selected period. The report is generated based on the balances available under the **Income** and **Expense** ledger groups and displays the resulting profit or loss for the selected period.

## Steps to Access the Profit & Loss Report

Step 1: Go to the **General Ledger** module.

1. Click **Analysis** from the menu.
2. Select **Profit & Loss**.

* The **Profit & Loss Report** screen will be displayed.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-ee1d501938aa6fcff67d6856cc2384c3bad95f33%2FScreenshot%20From%202026-06-10%2010-05-07.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 2:Click the **Search** icon.

1. Select the required reporting period from the available options.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-1235a0942833eb07d97d66d97b39b8c2cba0a4ab%2FScreenshot%20From%202026-06-10%2010-06-24.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 3: Select the preferred **Report Style**.

* The report layout will be updated according to the selected format.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-79acc1647450ae0bdc6efcdcc28cf57843a84e23%2FScreenshot%20From%202026-06-10%2010-07-01.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 4: Click the **Advanced Filter** option.![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-d4310918322834a0fae432be37771037cc3d776e%2FScreenshot%20From%202026-06-10%2009-55-53.png?alt=media)

1. Select the required filtering criteria from the available options.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-187aa3be1094499e27c867f7722ccb3c3285758c%2FScreenshot%20From%202026-06-10%2010-07-37.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 5: Once the required **reporting period**, **report style**, and **filter options** are selected, the **Profit & Loss Report** will be generated and displayed according to the selected criteria.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-6cb6bfeecf205797066d962333a0f70baa088377%2FScreenshot%20From%202026-06-10%2010-11-54.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 6: After generating the report :

* Click the **Print** button ![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-69930d215875aa0133b8099b6ae90b386079bb07%2Fimage%20\(1382\).png?alt=media)to generate the report in a printable document format.
* Click the **Excel** button ![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-0e6b1dcdea401f63a7c8362c545285a8a87f475a%2Fimage%20\(1383\).png?alt=media) to export the report to Microsoft Excel format for further analysis and reporting.


---

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