Cumulative P&L
Updated 31 October 2026
To see your total income and expenditure from the start of the financial year up to a chosen date, use the Profit and Loss All Time report with a date filter. It is grouped by P&L Class and then by Group, with one Sum of Movement figure for each group.
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 All Time.
Report on the year to date
- 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 day of the financial year in Start Date and the date to report up to in End Date(2), then click Apply(3).
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.
- Income is shown as a negative figure and costs as positive figures, so a negative Total is a surplus.
- To see the budget for the same dates, change the Layers filter 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:
