Profit and Loss Report Generation

1. How to Generate
and Export to PDF
a Profit and Loss Report
from Xero.com
By Rosalie Co
08 July 2017

2. Launch your browser and go to www.xero.com

3. Click the “Login” button at the top right

4. This screen appears

5. Input your Email address

6. Input the Password

7. Then click the Login button (or press Enter key)

8. The Company Dashboard will show

9. • Click on the Reports tab

10. A drop-down menu appears

11. Choose “Profit and Loss” option

12. This is the Profit and Loss screen

13. For this tutorial, we will use the month of
March 2017 as an example
and compare it with six different months

14. Click on the Compare Periods tab

15. From the Date field, click on the drop-down arrow

16. Choose March 2017 from the options

17. From the Period field, let's choose 1 month

18. We will use Previous 5 Periods to “Compare With”

19. Leave the Budget field as is

20. Then click on the Update button

21. The Profit and Loss statement is instantly generated

22. Easy as 1-2-3? You bet!
But wait, there's more . . .

23. Scroll down to the foot of the page

24. You will find the Export button at the bottom right

25. Click on the drop-down arrow and a menu appears

26. Choose PDF to export the statement to a file

27. Don't forget to save the file in your computer

28. Profit and Loss statement in PDF format -
DONE!