Profit and Loss Report

Member Wizard can easily provide you with a Profit and Loss Report for any period of your Organisation's financial records.

Bear in mind that Member Wizard works on a Cash Accounting basis so outstanding invoices do not factor in either the P&L or the Balance Sheet.

To obtain a P&L Statement go to Reports and select Profit and Loss then select the period you wish the P&L to reflect. If you wish to see the previous financial period also displayed, check the box marked Display Previous Year.

If you wish to see a consolidated report which includes only parent categories check the box on the P&L filter page marked Parent Categories Only. If you wish to exclude Retained Earnings from the report check the box Exclude Retained Earnings.

The report can be printed if required. The data in your Profit and Loss can also be exported to Excel by clicking the icon in the top header for further layout manipulation if required.