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Can I export a Profit & Loss Report?
Can I export a Profit & Loss Report?
Updated over a week ago

A Profit & Loss (P&L) Report is a financial statement that summarizes the total income and total expenses of a business for a specific timeframe. The P&L provides insight into the business’ financial performance by showing the overall profit or overall loss of the business for the specified timeframe.

Pro users have the ability to view and export a multi-period P&L report. Learn more about multi-period reports here.

Exporting your P&L Report

In Hurdlr, you can export a P&L for this year, last year, or any custom timeframe that you’d like. If you’re tracking multiple businesses in your Hurdlr account, you’ll typically want to export a separate P&L per business.

To export your P&L:

On the Mobile App

  1. Tap 3 dots in top left corner of the app

  2. Tap Reports

  3. Tap Profit & Loss

  4. Set the Start Date and End Date of the report

  5. If you’re tracking multiple businesses, tap on the Businesses field and select which business you’d like to generate a report for

  6. If exporting via email, add any additional email recipients by tapping the +Add New

  7. Tap the Export Report button

  8. Select whether you’d like to download the report to your device or email it

On the Web App

  1. On the left side of the screen, click Reports

  2. Click Profit & Loss

  3. Select the Date filter to choose a default date range or set your own custom range

  4. If you’re tracking multiple businesses, click the Business filter and select which business you’d like to generate a report for

  5. View your report directly in the web app or click the Download button or Email button to export your report


Understanding your P&L Report (Free & Premium)

Since the P&L is a high-level overview, it uses the transaction’s tax category rather than the individual expense category that you’re using in Hurdlr. As such, the line items in the P&L reflect the combined total for multiple transactions under multiple individual expense categories.

Important Note: In Hurdlr is that each individual expense category maps to a tax category, which corresponds directly to your tax forms.

To better understand which categories you’ve used in Hurdlr are mapping to a particular tax category in the P&L, you can export the Tax Details Report by following the steps here. Once you’ve opened your report, navigate to the Business Expenses List tab of the spreadsheet. Here you’ll be able to see both the category that you tagged the expense to in Hurdlr (column A) and the corresponding tax category that’s reflected in the P&L (column B).


Understanding your P&L Report (Pro)

Hurdlr Pro includes advanced accounting features, giving you access to the General Ledger (GL), Journal, Chart of Accounts (COA), and advanced accounting reports like the Balance Sheet. To streamline and unify your accounting and reports, the P&L for Hurdlr Pro users reflects the GL accounts.

To better understand the categories you’ve used in Hurdlr that are mapping to a particular GL account, you can export the Tax Details Report by following the steps here. Once you’ve opened your report, navigate to the Business Expenses List tab of the spreadsheet. Here you’ll be able to see both the category that you tagged the expense to in Hurdlr (column A) and the corresponding GL account that’s reflected in the P&L (column D).

You can also use the Web App to drill down in your P&L to see all of the transactions making up the total for a specific GL account for the reporting period. Learn more about using the drill down in the P&L here.


What is the Other Expenses section of the P&L?

If you’re tracking your quarterly tax payments in Hurdlr, you’ll see Income Taxes reflected in the Other Expenses section of your P&L. This line item reflects the total amount of tax payments you’ve tracked for the specified timeframe.

In addition to Income Taxes, Hurdlr Pro users may see other advanced transactions that they tracked (such as Penalties, Interest and Settlements or Other Non-deductible Expenses) reflected in the Other Expenses section of the P&L.

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