A Profit and Loss Report looks at the amount invoiced (subtotal) vs the total amount of receipts entered on the job production section – OR – if you don’t enter receipts in job production the report looks at the production total in the invoice (in that case any marked up line item amounts are added back to your profit). If your job has an agent rate in the financial tab, the agents cut amount will be subtracted from your profit.

Go to Reports > Profit and Loss Report. This is where all your reports, past, present and future, will be housed.

To run a new report, click “Generate New” , and then, enter the date range, and personalities you would like to include. Then click “Submit.”

The system will generate a new report and input it into the report list as “Finished.” From there you can view it, delete it, download it externally as a PDF or an Excel Spreadsheet.

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