Profit and Loss Report

Zumzum Financials Knowledge Base

    1. Navigate to Financial Reports.
    2. Select Profit and Loss Report.
    3. In the Date From field, from the drop-down menu, select the month you want the report to start from. Any records before this month will not be included in the report.
    4. In the Date To field, from the drop-down menu, select the month you want the report to start from. Any records after this month will not be included in the report.
    5. The report can be run or saved one fo two ways:
      1. Select Calculate, to run the report and display in Salesforce.
      2. Select Export to Excel, to download the report as and spreadsheet
    in Financial Reports Tags: Advanced ReportsFinancial ReportsProfit and Loss Report