{"id":6581,"date":"2023-09-26T07:48:56","date_gmt":"2023-09-26T07:48:56","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%b9%d8%b1%d8%b6-%d9%82%d8%a7%d8%a6%d9%85%d8%a9-%d8%a7%d9%84%d8%af%d8%ae%d9%84-%d8%b9%d9%84%d9%89-%d8%a3%d8%b3%d8%a7%d8%b3-%d8%b4%d9%87%d8%b1%d9%8a\/"},"modified":"2023-12-15T12:22:14","modified_gmt":"2023-12-15T12:22:14","slug":"viewing-the-income-statement-on-a-monthly-basis","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/","title":{"rendered":"Viewing the Income Statement List on a Monthly Basis"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_custom_heading text=&#8221;Viewing the Income Statement Report (Profit &amp; Loss) on a Monthly Basis&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697450615166{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1697452205736{margin-left: 200px !important;}&#8221;]You can utilize the <strong>Income Statement \/ Profit<\/strong> <strong>and Loss<\/strong> report to track the financial activity of your establishment. Through the Accrual Profit and Loss report, you can view a summary that details all revenues and expenses for a specified period based on <strong>(monthly, quarterly, yearly)<\/strong> intervals according to your preference.<\/p>\n<p>&nbsp;<\/p>\n<p>To view the Profit and Loss report:<\/p>\n<p>1- From the main menu, click on <strong>&#8220;Reports&#8221;<\/strong>.<\/p>\n<p>2- Click on <strong>\u201cAccounting Reports\u201d<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6582 size-large\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42-1024x320.png\" alt=\"\" width=\"640\" height=\"200\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42-1024x320.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42-300x94.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42-768x240.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42-1536x481.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42.png 1732w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3- From the \u201c<strong>Accounting Reports<\/strong>\u201d page, select the \u201c<strong>Profit &amp; Loss<\/strong>\u201d report <strong>(Accrual)<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6584 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h16_02.png\" alt=\"\" width=\"625\" height=\"607\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h16_02.png 625w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h16_02-300x291.png 300w\" sizes=\"auto, (max-width: 625px) 100vw, 625px\" \/><\/p>\n<p><strong>Note<\/strong>: Ensure to click on <strong>(Accrual)<\/strong> to view all transactions related to the income statement and not just the financial ones.<\/p>\n<p>&nbsp;<\/p>\n<p>4- Within the report page, you can apply a number of additional filters:<\/p>\n<ul>\n<li><strong>Date Range:<\/strong> Define the period for which you want the report to be displayed on a monthly basis.<\/li>\n<li><strong>Date Period:<\/strong> Specify how the report is displayed, be it on a <strong>(monthly, quarterly, Annually)<\/strong> basis.<\/li>\n<li><strong>Branching Level:<\/strong> Select the hierarchy level of the accounts shown in the report.<\/li>\n<li><strong>Journal Branch:<\/strong> Choose the branch through which the transactions were made.<\/li>\n<li><strong>Accounts Branch:<\/strong> Specify the branch from which account-specific transactions were added.<\/li>\n<li>Upon clicking on \u201c<strong>Show Report<\/strong>\u201d, the report will be displayed on a monthly basis.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6586 size-large\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h22_42-1024x442.png\" alt=\"\" width=\"640\" height=\"276\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h22_42-1024x442.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h22_42-300x129.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h22_42-768x331.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h22_42-1536x662.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h22_42.png 1693w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>You can print the report via \u201c<strong>Print<\/strong>\u201d or export it as a CSV, EXCEL, or PDF file from the export options.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p>It&#8217;s important to note that if the report is displayed on a &#8220;Cash&#8221; basis rather than &#8220;Accrual&#8221;, not all expense and revenue transactions will be shown; only the financial transactions will be displayed.<\/p><\/blockquote>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2094,2093,2095],"tags":[3803,1599,4401,3807,4402],"class_list":["post-6581","user_manual","type-user_manual","status-publish","hentry","category-accounting-reports","category-reports","category-accounting-reports-2","tag---en","tag-1599","tag----en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Viewing the Income Statement List on a Monthly Basis - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Viewing the Income Statement List on a Monthly Basis - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_custom_heading text=&#8221;Viewing the Income Statement Report (Profit &amp; Loss) on a Monthly Basis&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697450615166{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1697452205736{margin-left: 200px !important;}&#8221;]You can utilize the Income Statement \/ Profit and Loss report to track the financial activity of your establishment. Through the Accrual Profit and Loss report, you can view a summary [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2023-12-15T12:22:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42-1024x320.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42.png\",\"width\":1732,\"height\":542},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/\",\"name\":\"Viewing the Income Statement List on a Monthly Basis - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#primaryimage\"},\"datePublished\":\"2023-09-26T07:48:56+00:00\",\"dateModified\":\"2023-12-15T12:22:14+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Viewing the Income Statement List on a Monthly Basis\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Viewing the Income Statement List on a Monthly Basis - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/","og_locale":"en_US","og_type":"article","og_title":"Viewing the Income Statement List on a Monthly Basis - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_custom_heading text=&#8221;Viewing the Income Statement Report (Profit &amp; Loss) on a Monthly Basis&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1697450615166{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1697452205736{margin-left: 200px !important;}&#8221;]You can utilize the Income Statement \/ Profit and Loss report to track the financial activity of your establishment. Through the Accrual Profit and Loss report, you can view a summary [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2023-12-15T12:22:14+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42-1024x320.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/09\/2023-10-16_13h12_42.png","width":1732,"height":542},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/","name":"Viewing the Income Statement List on a Monthly Basis - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#primaryimage"},"datePublished":"2023-09-26T07:48:56+00:00","dateModified":"2023-12-15T12:22:14+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/viewing-the-income-statement-on-a-monthly-basis\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Viewing the Income Statement List on a Monthly Basis"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/6581","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/17"}],"version-history":[{"count":1,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/6581\/revisions"}],"predecessor-version":[{"id":10236,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/6581\/revisions\/10236"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=6581"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=6581"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=6581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}