Profit & Loss Detailed Report

The Profit & Loss Detailed Report provides an in-depth breakdown of your practice’s income and expenses, offering greater visibility into financial performance over a selected date range. Unlike a summary view, this report captures the finer details behind revenue and costs, making it a useful tool for deeper analysis, auditing, and financial planning.

This guide will walk you through how to access and generate the report, choose the practice and reporting period, and then review the results. It also explains how to print or export the report into your preferred format for further analysis or record-keeping.

To generate a Profit & Loss Detailed Report.
1. Click on More then Reporting, and click on Financial.

2. Select Profit & Loss Detailed Report

You will be taken to the Profit & Loss Detailed Report screen. Note the (i) icon you can hover over to give a quick description.

To run the report of Profit & Loss Detailed Report for a particular practice,
Select from the Practice and Select the Date Period then Click Run

 

This will generate a Profit & Loss Detailed report for a certain practice on a selected date range.

To print the report, select Print and you will be directed to the in-browser print preview screen.

To export this report, click Export and select your preferred data format -PDF will be chosen for this example.