Agiled Docs

The Profit and Loss report compares revenue and expenses by period to show profit trends.

Use it as a management review report. It summarizes operational finance data but still depends on invoices, payments, expenses, categories, and currencies being entered correctly.

Open Profit And Loss

Open Reports.
Select Finance.
Choose Profit and Loss.
Set the date range.
Select the currency.
Review revenue, expenses, and profit by period.

Use This Report To

Review business performance.
Compare revenue and expense movement.
Prepare monthly finance review.
Identify periods where expenses outpaced revenue.
Spot months where profit changed because of collections, billing volume, expense timing, or duplicate expense records.

Filters

Use date range and currency. This report groups by period and is best reviewed monthly for high-level finance analysis.

Use one currency at a time when preparing numbers for accounting or leadership. Mixed currency views can be useful for scanning but need extra care before sharing.

If the workspace records revenue and expenses in multiple currencies, prepare separate exports per currency unless your accounting workflow has already defined how conversion is handled outside Agiled.

How to Read It

Compare the revenue and expense series. Profit changes when either revenue, expenses, or both move. If numbers look unexpected, review invoice payments and expense records for the same period.

Use chart view to see the relationship between revenue and expenses. Use table view to validate exact period totals before export.

Review the report from left to right by period. A single unusual month is often caused by a dated invoice, late payment, large expense, duplicate expense, or a currency filter. A repeated trend usually needs a broader finance review.

Month-end Review

Set the period to the month or quarter under review.
Choose one currency.
Compare the report with Revenue Summary and Expense Summary.
Investigate periods where expenses exceed revenue.
Open the source invoices, payments, and expenses for any unusual period.
Export CSV after validating source invoices, payments, and expenses.

Do not share a profit and loss export until the source records have been reviewed. The report is only as reliable as the invoice, payment, expense, category, date, and currency data behind it.

When the report is used for leadership review, save the date range, currency, and cleanup notes alongside the exported file. That makes it clear which source records were included when someone compares the export later.

Investigate Differences

When profit changes unexpectedly, inspect revenue and expenses separately. A profit drop can come from lower collections, delayed payments, new expenses, duplicate expenses, or incorrect dates.

If revenue and expenses both look correct but profit still looks wrong, confirm that the same currency and date range are being used across related finance reports before comparing totals.

Use source records for corrections. Do not try to explain a strange profit number only from the chart. Open the invoices, payments, expenses, and categories behind the affected month so the correction is reflected everywhere that finance data appears.

Before Exporting

Before exporting Profit and Loss:

confirm the report period matches the review period
choose one currency unless the export is only for internal scanning
review unpaid or delayed invoices that may affect revenue timing
check large or unusual expenses for duplicate entries
compare with Revenue Summary and Expense Summary
note any known cleanup still pending

Troubleshooting

If revenue looks low, check whether invoices are paid and whether the currency filter is hiding payments.

If expenses look high, check duplicates, category mistakes, receipt-backed records, and expense dates.

Profit and Loss Report