Profit/Loss

The Profit/Loss Report gives you a detailed view of Udara360's income and expenditure over a specified period. Use this report to assess financial performance, monitor profitability, and support period-end reporting and management reviews. This guide will walk you through generating the Profit/Loss Report.

Accessing Profit/Loss

1. Log into the application using your credentials.

2. From the dashboard, navigate to Reports in the side menu.

3. Expand Financial Report and Select Profit/Loss from the dropdown list

Generating the Report

1. Click the Branch dropdown and select the branch you want to generate the report for

2. Click the Level dropdown and select the desired level of detail; Level 1, Level 2, Level 3, or Level 4

3. The Use Current Financial Date toggle is enabled by default. To specify a custom date range, disable the toggle and select the start of the period in the Financial Date From field and the end of the period in the Financial Date To field

4. Enable the Ignore Zero Balances toggle if you want the report to exclude accounts with zero balances

5. Click Generate Report to produce the report

Exporting the Report

1. Click the Export button at the top right of the page

2. Select your preferred format; CSV, Excel, PDF, or Print

3. The file will download automatically to your device