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How to Generate a Profit & Loss Statement
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36 seconds
Navigate to Brokerage Engine
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Click "Accounting"
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Click "Reports"
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Click "Financial Reporting"
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Click "Profit and Loss"
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Click here to set the date parameters for the report
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Click "Current Month"
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Click "Generate"
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The Profit and Loss Statement will generate with the date parameters selected. In order to generate a Profit and Loss Statement per Class, you need to follow the additional steps below.
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Click "Select Class"
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Click here.
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Click "Close"
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Click "Generate"
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