Generating Profit and Loss Report(With and Without Tracking Categories)
Connect Your Organization
- Ensure your organization is connected to Accounting Bi. If not, follow the guide "Connecting Accounting Bi to Xero".
Generate the Chart of Accounts Report
- Ensure the Chart of Accounts report has already been generated. Refer to the "Chart of Accounts Report" guide if needed.
Generating the Profit and Loss Report
Access the Reports Tab
- On the Accounting Bi dashboard, click on the "Reports" tab.

Select the Profit and Loss Report
- In the "Reports" tab, click on "Profit and Loss Report."
Configure Report Options
Select Tracking Categories (Optional)
- If you want to include tracking categories, select the appropriate tracking categories in the extra section.

Submit the Request
Confirmation Notification
- A notification will appear at the bottom of the screen indicating that your request has been successfully submitted.
Monitor Report Status
- A popup notification will appear to inform you that request has been successfully submitted.
- To know whether report is completed or not you can click on "Refresh Reports" Button and Current Status will be shown as "Completed" if completed.

Fetch the Report
- After the report is completed, you can fetch the Profit and Loss Report in Excel and Power BI to analyze Financial Data.
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