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For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/accountants/reports/profit-and-loss.md).

### Accessing the report[Direct link to heading](https://docs.kick.co/accountants/reports/profit-and-loss#accessing-the-report)

Go to Accounting → Profit & Loss. The report defaults to Last year, By month. Use the date picker to select any period, and the entity dropdown to filter by entity.

The date picker includes presets for common ranges: this/last month, this/last quarter, this/last year, month/quarter/year-to-date, last 12 months, and last 30/60/90 days.

### PL Report

[PL Report](https://www.loom.com/share/187893df9c7f4ee4a9775ae5ae7a6edb?source=embed_watch_on_loom_cta "PL Report")

### Filters[Direct link to heading](https://docs.kick.co/accountants/reports/profit-and-loss#filters)

Click **Add filter** to narrow the report. Available filters:

- **Class** — Filter by [class](https://docs.kick.co/accountants/bookkeeping-workflows/classes) or subclass to see performance by location, department, property, or project  
- **Counterparty** — Filter by vendor or customer

Active filters appear as removable chips below the toolbar. Click **Clear all** to reset.

### Columns[Direct link to heading](https://docs.kick.co/accountants/reports/profit-and-loss#columns)

Use the column selector to control how the report is broken down:

- **Total only** — Single total column  
- **By month / By quarter / By year** — Period-based breakdown  
- **By entity** — Side-by-side view across entities  
- **By class / By subclass** — Segment performance by class dimension

### Comparisons[Direct link to heading](https://docs.kick.co/accountants/reports/profit-and-loss#comparisons)

Open the **Compare** dropdown to add comparison columns.

**Proportion**

- **% of income** — Show each line item as a percentage of total income  
- **% of expense** — Show each expense line as a percentage of total expenses

**Compare to**

- **Previous period (PP)** — Compare to the prior equivalent period  
- **Previous year (PY)** — Compare to the same period in the prior year

**Variance**

- **Percentage (%)** — Show the percentage change between periods  
- **Amount ($)** — Show the dollar change between periods

You can combine multiple options — for example, enabling both % of income and Previous year (PY) adds columns for each.

### Drilling down[Direct link to heading](https://docs.kick.co/accountants/reports/profit-and-loss#drilling-down)

Click any line item to drill into the General Ledger filtered to that account and date range. From there you can see the individual transactions and journal entries behind the balance.

### Ledger basis[Direct link to heading](https://docs.kick.co/accountants/reports/profit-and-loss#ledger-basis)

If your client has both cash and accrual ledgers configured, use the ledger basis dropdown to switch between **Cash** and **Accrual**. The selected basis is shown in the report footer.

### Export[Direct link to heading](https://docs.kick.co/accountants/reports/profit-and-loss#export)

Export the Profit & Loss as .xlsx or .pdf from the download menu in the top right based on any filtered report.

### Create journal entries[Direct link to heading](https://docs.kick.co/accountants/reports/profit-and-loss#create-journal-entries)

Click **Create journal entry** in the top right (or **⌥+N**) to record adjustments directly from the report.

→ [Journal Entries](https://docs.kick.co/accountants/close-workflows/journal-entries)

Last updated 18 days ago
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