How do I view and set up the P&L report?

Left menu > Reports

Learn how to view and configure the Profit and Loss report in Sequence by following these steps:

  1. Click on "Reports."Pertes_profits_01
  2. Once in the Reports section, click on "Profit and Loss."Pertes_profits_02
  3. Click on the date to change it.Pertes_profits_03
  4. Click on the filter icon to set your options.Pertes_profits_04
  5. Uncheck this option if you want to hide account numbers.Pertes_profits_05
  6. Enable this option if you want to compare by periods.Pertes_profits_06
  7. Select the type of period for the comparison.Pertes_profits_07
  8. Select the number of periods to compare.Pertes_profits_08
  9. Click on "Confirm."Pertes_profits_09
  10. By clicking on any account, you can access the General Ledger account details.Pertes_profits_10
  11. Click the download icon if you want to download the report.Pertes_profits_11
  12. Select the download format.Pertes_profits_12
By mastering this feature, you will gain in-depth insight into your financial performance, allowing you to quickly identify trends and optimize your operations for better results.