How do I apply filters to profit and loss reports?

To generate the profit and loss report for your company, simply follow these steps within the Metro ERP accounting module:

1) Navigate to the "Accounting" section.


2) Click on "Reporting."


3) Select the "Profit and Loss" option.


4) You may have different filtering options available , such as by relevant criteria.

Apply Filters

  • Date Range: Use the date picker at the top of the report to select the desired period.
  • Journals: Select or deselect journals to include in the report.
  • Filters: Click on the “Filters” button to apply custom filters. For example, you might want to filter by specific account types or only include entries with certain tags.

Group By

  • Use the "Group By" dropdown to organize the data by different dimensions. 



5) Export or Print

  • After applying the filters, you can export the report using the “Export” button or "Email" it using the “Send Email” button. If you want a PDF report, print it using the “Print” button.



To get more details how do I apply filters to profit and loss reports, please do contact us at  support@metrogroup.solutions