How to filter salesperson Profit & Loss report?

1. Access the Reporting Tool:

• Open your Biztory and navigate to the Accounting - View Report section.

2. Select the P&L Report

• Find and select the Profit & Loss report template.

3. In P&L Report, Find Filter Icon

4. Apply Filters:

• Apply filters to narrow down the data. Common filters include:

1. Salesperson: Choose specific salespeople to include in the report or select all salespeople.
2. Project: A project filter allows you to view the financial performance of specific projects.
3. Department: Use the filter options to select specific projects or departments. Set the desired date range and other relevant criteria.
4. Branches : can be different offices, stores, or any other physical sites where business activities occur.
5. Tags : can be used to label transactions, projects, departments, or any other categorizations that are meaningful to your organization.

5. Additional Function. 

• Compare mode in a P&L report allows you to compare financial data from different time periods.
  Types of Comparisons: This Month/ Last Month/ This Year/ Last Year P&L Report

• Break by Month means segmenting the P&L report data by individual months within a specified period

• Break by Tag means segmenting the P&L report data by custom tags.

• Click on Apply. 

Your report is ready to view.

Related Guides Profit and Loss

• Ways to set up two type Income Statement (Profit and Loss)
• Please refer to: Income Statement (Profit and Loss)