Profit & Loss Summary Report

The Profit & Loss Detailed Report provides a financial summary of your practice’s income and expenses, giving you a clear view of overall profitability within a selected date range. This report is a valuable tool for monitoring financial performance, supporting business planning, and meeting compliance requirements.

This guide explains how to access and generate the report, select the appropriate practice and reporting period, and then view the results. It also outlines how to print or export the report into your preferred format for further analysis or record-keeping.

To generate a Profit & Loss Summary Report

1. Click on More then Reporting, and click on Financial.

2. Select Profit & Loss Summary Report

 

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

 

To run the report of Profit & Loss Summary 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.