> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/reports/profit-and-loss.md). # Profit & Loss See your income and expenses for any period - your most important view of business performance. The Profit & Loss (P\&L) report shows how much money your business made and spent over a given period. It's the primary report for understanding whether your business is profitable. Go to **Accounting** → **Profit & Loss**. The report defaults to last year, broken down by month. {% embed url="" %} *** ### Change the date range Use the date picker to select any period. Presets include: this/last month, this/last quarter, this/last year, year-to-date, last 12 months, and last 30/60/90 days. If you have multiple entities, use the entity dropdown to switch between them. The report shows one business at a time. To see your businesses side by side, choose **By entity** in the column selector. *** ### What you're looking at The report is organized into: * **Income** - all revenue that came into the business * **Cost of Goods Sold** - direct costs associated with your revenue (if applicable) * **Gross Profit** - income minus cost of goods sold * **Expenses** - operating costs broken out by category * **Net Income** - what's left after all expenses Click any line item to drill into the General Ledger, the complete transaction-by-transaction record behind your reports, filtered to that account and period. *** ### Columns and comparisons Use the column selector to show a single **Total only** column, or to break the report down by month, quarter, year, or entity. Use the **Compare** dropdown to add a comparison to the previous period or previous year, with variance shown as a dollar amount or percentage. *** ### Filters Click **Add filter** to narrow the report by class or counterparty (vendor or customer). *** ### Export Use the download button in the top right to export the P\&L as **.xlsx** or **.pdf**. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.kick.co/reports/profit-and-loss.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.