Filters and options in the Profit & Loss report
Filter by date range, department, or other dimensions to customize your report.
Jul 11, 2026
Available filters
| Filter | Description | Example |
|---|---|---|
| Start Date | The first day of the period for which you want to see income and expenses. | June 1, 2026 |
| End Date | The last day of the period. | June 30, 2026 |
| Department | Show income and expenses for a specific department or business unit only. | Pharmacy, Hospital, Retail |
| Cost Center | Filter by cost center if your company tracks expenses by center. | Marketing, Sales, Operations |
| Account Type | Show only Revenue, Expense, or Cost of Goods Sold accounts (or exclude one). | Expenses only |
| Exclude Zero-Balance Accounts | Hide accounts with no activity to reduce clutter. | Enable to simplify the report |
| Currency | If your company uses multiple currencies, view the P&L in one base currency (amounts may be converted at reporting rate). | AFN (Afghan Afghani) |
| Comparison Period | Compare the current period to a prior period (e.g., last month, last year). | Previous month or same month last year |
| Group by Account Category | Show accounts grouped by category (Revenue, COGS, Expenses, etc.) or flat by account. | Standard (grouped) |
How filters work together
Filters work inclusively: when you apply multiple filters, only rows that match ALL criteria appear. For example:
- Start Date = June 1 + End Date = June 30 + Department = Pharmacy → shows only Pharmacy income and expenses for June.
- Start Date = Jan 1 + End Date = Dec 31 + Exclude Zero-Balance Accounts = Yes → shows only active accounts for the full year.
Common filter combinations
| Goal | Filters to use |
|---|---|
| Monthly P&L | Start Date = 1st of month; End Date = last day of month |
| Year-to-date P&L | Start Date = Jan 1; End Date = current date |
| One department only | Department = [selected]; other filters optional |
| Compare month-over-month | Use Comparison Period = "previous month" |
| Quarterly view | Start Date = 1st day of quarter; End Date = last day of quarter |
| Simplified year-end | Start Date = Jan 1; End Date = Dec 31; Exclude Zero-Balance = Yes |
Was this helpful?