Profit/Loss – Cash Basis Report

This report shows total profit after discounts and tax. The report breaks down service amounts, unapplied payments, products, discounts, expenses, and contract income. You can filter by date range to select the day that payments were accepted.

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The report will display the following columns:

  • Type - The report instance type.
  • SubType - A subtype as it applies to the type.
  • Name - The name of the Service, Product, Discount, or Expense.
  • Amount - The amount for the item.

There will be totals for each type displayed further down the table with a total profit at the very bottom of the report. 

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