Profit & loss statement report

Help Center For Landlord Reports Types of reports

To access the Profit and Loss statement report, open the Reports page from the left-side menu. Here, you can find the respective card in the Financial section (if the “swimlane by type” is enabled) and mark a report as a favourite to move it to the top of the section.

The Profit and Loss statement report shows property management fees, tenant charges & fees, general income, and expense transactions. It is often used by property managers or property management companies to view their profits and losses based on income and expenses. 

Please note!
The report cannot be shared with the owner. It is available only in Property Manager Mode.

This might be useful:
How do I set which reports an owner can view?

Please note!
The Profit and Loss statement report is available from our Starter subscription Plan.

Filters
You can alter the data in your report using the provided filters:

Date
You can adjust your own “custom range” by choosing a start and end date to generate the report, or you can use the pre-set date range options, which are all, last month, last 90 days, this year, last quarter, last year, and year to date.

Category & Sub-category:
Select a category of your choice to display specific data. The categories are: General Expense, General Income, Management fees and Tenant charges & fees.

Accounting type
You can view/generate the report based on how you do your accounting. “Cash” type is selected by default, but you can switch to “Accrual” type to see the transactions sorted by due date.

Group
You can enable/disable the “Grouping” option. Group by “Payer/ Payee” groups all transactions alphabetically by name.  While group by “Category” groups by category/sub-category A-Z. 


Columns

You can personalize your report by selecting the columns you want to include. To do this, please click on the “Columns” button in the upper right corner. Here you can check the boxes next to the columns you want to be included in the report. You can also change the order of the columns with the drag & drop option. Press the “Save” button to save the changes.

Please note!
At least 3 columns need to be selected to generate the report.


Preview the report
Once you open the report, you will see the preview of the report right away. You can adjust the information you want to be included and then download the report. A horizontal scroll appears when the information exceeds the width of the screen, allowing one to navigate and view all content.

If the report contains several rows, you will see the “Load more” button to click to view more. You can then use the “Back to top” arrow button to return to the top of the page.

If you're using a mouse, hold SHIFT and use the scroll wheel to scroll horizontally, or simply press and hold the mouse wheel to scroll.

What categories does this report include?
This report includes management fees, tenant charges & fees, and general income/expense transactions.

Included statuses:

  • Paid
  • Partial

Not included categories:

  • Liability
  • Owner contribution
  • Owner distribution
  • Property income
  • Property expense

Not included statuses:

  • Unpaid
  • Failed
  • Pending
  • Void
  • Canceled

Transactions of all lease statuses (active, past, ended, future, signature/insurance pending) except leases in draft status are included in the Profit & Loss Statement Report.

Downloading the report
Click the Download report button to generate the Profit and Loss statement report. The report is generated into one file available to download as an Excel or PDF file. The “Download report” button will be inactive if there is no information on the chosen criteria or if you have no properties added.



Please note!
If the file is very large, it will be compressed into a zip file, which you will need to unzip.

The report sample: 

Last updated:
Jun. 4, 2025

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