How to Generate a Profit & Loss (Income Statement) Report?

Tanvir Mahedi
22 steps
5 minutes

Mipropertyportal

Tip- The P&L (income statement) report presents the financial results of a business for a stated period of time. The statement quantifies the amount of revenue generated & expenses incurred by an organization, as well as any resulting net profit or loss

Access the Admin Portal by logging in.

Go to "**Reports**" under "ACCOUNTING & REPORTS" on the Left Navigation

Click on **"Profit & Loss (Income Statement)"** under "**Financial**" tab

There are multiple ways to filter the profit & loss statement in our portal. They are based on **Portfolio, Role & Owner**.

Let's begin with **portfolio-based filtering**. Click on the dropdown menu labeled **"Select a Portfolio"** to choose the **desired portfolio.**

Click the dropdown menu **"Select Property/Properties** \*" to choose **one or multiple properties.**

Select the **desired year** from the "**Year**" dropdown menu. Alternatively, choose the **start date** from the **"From Date**" field and the **end/finish date** from the "**To Date**" field.

Click on "**Generate Report"** to finish up

Select "**ROLE BASED FILTERING**" to trigger the generation of this type of statement.

Choose the **admin** by clicking on the dropdown labeled "**Select an Admin".**

Select the role by clicking on the dropdown labeled **"Select a Role".**

Select **one or multiple properties** by clicking on the dropdown menu labeled **"Select Property/Properties \*".**

Choose the **desired yea**r from the **"Year" dropdown**. Alternatively, select the **start date** from the "**From Date"** field and the **end date** from the "**To Date**" field.

Click on "**Generate Report**" to finish up

Click on "**OWNER**" to trigger the generation of this type of statement.

Click on "**Select an Owner**" dropdown to select the owner

Choose **one or multiple properties** by clicking the dropdown menu labeled "**Select Property/Properties \***".

Choose the **desired year** from the "**Year**" **dropdown**. Alternatively, select the **start date** from the "**From Date**" field and the **end date** from the "**To Date"** field.

You can also choose the **"As of Date"** option to **select the date**

Click on "**Generate Report**" to finish up

After the generation of the report, scroll down. You can **export** by clicking beside the "**MONTHLY SUMMARY" option to export**

Or You can **export** by clicking on the "**Excel Dropdown" & selecting** from the **"Excel (monthly summary)"** option

How to Generate a Profit & Loss (Income Statement) Report?

Tanvir Mahedi
22 steps
5 minutes

Mipropertyportal

Access the Admin Portal by logging in.

Go to "**Reports**" under "ACCOUNTING & REPORTS" on the Left Navigation

Click on **"Profit & Loss (Income Statement)"** under "**Financial**" tab

There are multiple ways to filter the profit & loss statement in our portal. They are based on **Portfolio, Role & Owner**.

Let's begin with **portfolio-based filtering**. Click on the dropdown menu labeled **"Select a Portfolio"** to choose the **desired portfolio.**

Click the dropdown menu **"Select Property/Properties** \*" to choose **one or multiple properties.**

Select the **desired year** from the "**Year**" dropdown menu. Alternatively, choose the **start date** from the **"From Date**" field and the **end/finish date** from the "**To Date**" field.

Click on "**Generate Report"** to finish up

Select "**ROLE BASED FILTERING**" to trigger the generation of this type of statement.

Choose the **admin** by clicking on the dropdown labeled "**Select an Admin".**

Select the role by clicking on the dropdown labeled **"Select a Role".**

Select **one or multiple properties** by clicking on the dropdown menu labeled **"Select Property/Properties \*".**

Choose the **desired yea**r from the **"Year" dropdown**. Alternatively, select the **start date** from the "**From Date"** field and the **end date** from the "**To Date**" field.

Click on "**Generate Report**" to finish up

Click on "**OWNER**" to trigger the generation of this type of statement.

Click on "**Select an Owner**" dropdown to select the owner

Choose **one or multiple properties** by clicking the dropdown menu labeled "**Select Property/Properties \***".

Choose the **desired year** from the "**Year**" **dropdown**. Alternatively, select the **start date** from the "**From Date**" field and the **end date** from the "**To Date"** field.

You can also choose the **"As of Date"** option to **select the date**

Click on "**Generate Report**" to finish up

After the generation of the report, scroll down. You can **export** by clicking beside the "**MONTHLY SUMMARY" option to export**

Or You can **export** by clicking on the "**Excel Dropdown" & selecting** from the **"Excel (monthly summary)"** option