How to view a project-level profit and loss report
This article explains how to view profit & loss (P&L) reports for each of your projects.
The project-level profit and loss (a.k.a ‘P&L’) report shows an overview of income and costs for a given project. In order to see the 'Profit & Loss' tab on a project, that project needs to have at least one invoice, bank transaction, bill or expense.
1 Navigate to the ‘Work’ tab and select 'Projects'
2 Select a project
3 Select the ‘Profit & Loss’ tab
You will now see your P&L report for that project. The report shows the totals for each income and/or cost category for the selected project, allowing you to see a breakdown of its profitability.
You can also select the checkbox ‘Include unbillable time’, if you’d like to include unbillable time in the report.
Export your project-level profit & loss report
If you’d like to download this report, simply select the ‘Export Report’ drop-down menu. You can then choose to export either a CSV or a PDF of the report.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
Registered in sunny Scotland No. SC316774 - One Edinburgh Quay, 133 Fountainbridge, Edinburgh, Scotland, UK EH3 9QG