Monthly P&L
Updated 31 October 2026
The Profit and Loss Monthly report shows your income and expenditure for each month, side by side. The rows are grouped by P&L Class (such as Income, Cost of Sales, Overheads and Salary Costs) and then by Group. Each column is a month, and each figure is the Sum of Movement for that month.
Run the report
Click the Reports tab (or search for Reports in the App Launcher) and click All Folders. Open the SORP folder, then the Business Financial Reports folder and click the report name.
Click Profit and Loss Monthly.
Choose the months
The report opens on All Time. To report on one financial year:
- Click the filter button(1) at the top of the report to open the Filters panel.
- Click the Date filter(2).
In the Filter by Date window, set Range to Custom(1), enter the first and last day of the year in Start Date and End Date(2), then click Apply(3). For example, for a year running from April to March, enter 01/04/2025 and 31/03/2026.
Filters are not saved
Changing a filter only changes what you see now. The next time you open the report, it uses its saved filters again.
Read the report
- Income is shown as a negative figure and costs as positive figures, so a negative Total is a surplus and a positive Total is a deficit.
- To see the budget for the same months, change the Layers filter(3) from Actual to your budget layer.
- Turn on Detail Rows at the bottom of the report to see the ledger entries behind each figure.
Export the report
Click the arrow next to Edit and choose Export(1). Choose Formatted Report to keep the layout and totals, or Details Only for the rows of data, then click Export.
Salesforce help
These are standard Salesforce reports. For more about using them, see Salesforce’s own help:
