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How to view a Profit and Loss Comparison Report

Compare your profit across months, weeks or any two date ranges.

The Comparison P&L Report puts periods side by side, so you can see how this month compares to last month, or this Black Friday to last year's.

Open the report

Go to Reports, then Sales, and click "Comparison P&L Report". Or go straight to the Comparison Report.

Run it

  1. Pick your stores from the store dropdown.

  1. Click the date box. Pick a From and a To date.

  2. Under "Breakdown Results By", pick how to split the dates: Year, Quarter, Month, Week, Day or Custom (a number of days).

  3. Want to compare two exact date ranges instead, like Black Friday this year vs last year? Tick "Compare to another date range" and pick the second From and To.

  4. Click Set Date.

  1. Click Run Report.

Make it your own

The report has the same Customize options as the P&L report: Display Items By, Group By, Transaction Date, Currency, Cost Type and more. See Profit & Loss Report - Advanced Filters and Customization.

You can also save your setup as a template. See Save and Update Report Templates.

Frequently asked questions

It says "This date range is too short for the selected breakdown".

Pick a smaller breakdown (like Week instead of Month), or a longer date range.

How do I read the report?

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