Overview
The Profit & Loss (P&L) report in DizLog shows your business income, expenses, and net income for a chosen date range and location.
You open it from:
Financials → Period-End Reports → Profit & Loss
The page lets you:
Pick one or more locations
Choose a date range
Control how detailed the report is
Compare the current period to a previous period or year
Export, print, or share the report
All figures come from your accounting transactions and are grouped by type (for example, Income or Expense), category, and sub-account.
Key Features
Based on the front-end and back-end modules for this page, the Profit & Loss report provides:
Multi-location filtering
Uses a multi-location selector so you can include one or many branches at once.
Flexible date range
Start and end dates are selected using the standard DizLog date picker.
Collapse sort (detail level)
A Collapse sort dropdown with options:
Show all
Parent Accounts
Sub Parent Accounts
Sub Accounts
Period comparison
Compare dropdown with options:
None
Previous Period
Previous Year
When Compare is not None, a Change dropdown appears so you can see the difference as $ Change or % Change.
Structured view of income and expenses
Data is grouped as a list of types (for example Income and Expense).
Each type has sub-types (categories), and each sub-type lists sub-accounts with amounts.
Net Income calculation
For each period shown, Net Income is calculated as Income total minus Expense total and displayed at the bottom.
Exports and printing
Buttons to download CSV and PDF, plus a Print icon that uses the system print dialog.
Sharing
A Share button lets you share the report via email, WhatsApp, and Facebook using the current report URL and title.
Cleaned-up expense list
Expense accounts with “test-like” names or zero amounts are automatically hidden so they don’t clutter the report.
Drill-down to Chart of Accounts
Clicking underlined totals or account amounts opens the Chart of Accounts report filtered for that type, category, or account and the same date range.
Connections to other reports/modules
Chart of Accounts – opened directly from P&L via the clickable totals.
Balance Sheet – the Balance Sheet report uses the P&L calculation of Net Income internally.
Project Profit & Loss – the back end exposes a /profit-loss/project/:id endpoint for project-level P&L, used by the Projects area.
Getting Started
Follow these steps to open the Profit & Loss report:
Open the Financials section
From the left menu, click Financials.
Go to Period-End Reports
Under Financials, click Period-End Reports.
Open Profit & Loss
Click Profit & Loss.
The Profit & Loss page will load with default filters.
Select locations
Use the Locations selector (multi-location dropdown).
If you don’t pick anything, the system automatically includes all available locations once they are loaded.
Set the date range
Use the date picker at the top to select start and end dates for the report.
Once these are set, the report body updates with your Profit & Loss data.
How to Use
1. Choose locations and dates
In Locations, pick one or more branches.
In Date, choose the period you want to review.
The heading above the report shows the formatted date range for the current period.
2. Control the level of detail (Collapse sort)
Use the Collapse sort dropdown to decide how detailed the list should be:
Show all – shows types, sub-types, and sub-accounts.
Parent Accounts – shows only the top-level types (Income, Expense, etc.) with totals.
Sub Parent Accounts – shows category totals under each type.
Sub Accounts – focuses on individual account lines with amounts.
Click the expand/collapse arrows next to a type or category to open or hide the nested lines.
3. Compare with another period
In Compare, choose one of:
None – shows only the selected period.
Previous Period – compares with the immediately prior period of the same length.
Previous Year – compares with the same dates one year earlier.
If you choose Previous Period or Previous Year:
A Change dropdown appears; select $ Change to see the difference in currency or % Change to see a percentage.
Internally, the system calculates the previous date range based on your chosen period (quarters, full months, or a custom span).
The report then shows multiple “period columns” side by side, each with its own Net Income, so you can visually compare performance.
4. Read the Profit & Loss report
Inside the white report panel you’ll see:
Your business name
The title “Profit & Loss”
The current date range
Below that:
Types – for example, Income and Expense. Each type row shows a total amount.
Sub-types (categories) – nested under each type, such as “Sales Revenue”, “Other Income”, or other categories defined from your chart of accounts.
Sub-accounts – the individual accounts, each with its own amount.
Net Income – a separate line that shows Income total – Expense total for that period.
5. Drill down to account details (Chart of Accounts)
To understand a number in more detail:
Look for underlined values (totals or account amounts).
Click the underlined amount.
DizLog opens the Chart of Accounts report, filtered by:
Type (e.g., Income or Expense) when you click a type total, or
Sub-type (category) when you click a category total, or
A specific account when you click an individual sub-account amount.
The same start and end dates are passed to the Chart of Accounts view, so you see matching numbers for that period.
From Chart of Accounts you can further explore your accounting reports (for example, account-level transaction lists) as configured in your system.
6. Export, print, or share
At the top-right of the filters you’ll find:
CSV button – downloads a CSV file with rows for each type, sub-type, and sub-account, plus totals.
PDF button – generates a formatted PDF of the report using the same structure.
Print icon – opens your browser’s print dialog for the on-screen version.
Share button – shares the current report URL and title via email, WhatsApp, or Facebook.
Use these options to send the report to colleagues or store it for your own records.
7. How this module connects to other modules
Chart of Accounts
Opened directly from P&L via clickable totals and amounts; lets you analyze which accounts make up each line.
Balance Sheet (Period-End Reports)
The Balance Sheet report uses the Profit & Loss report internally to calculate Net Income.
Projects (General Accounting → Projects)
The back-end includes a Project Profit & Loss endpoint that calculates a P&L for a single project, using the same structure as the main report but filtered by project.
Together, these modules give you a full picture of performance: P&L for profitability, Balance Sheet for position, Chart of Accounts for account details, and Projects for project-level results.
Troubleshooting
1. The report shows only zeros or “No data”
Possible causes and checks:
Date range has no transactions
Try broadening the date range using the date picker.
Wrong locations selected
Make sure the correct location(s) are chosen. Remember, if you clear the selection, the system will default back to all locations once they load.
2. Previous period / previous year comparison does not appear
Check that Compare is set to Previous Period or Previous Year, not None.
Ensure both a start and end date are set; the comparison period is only calculated when both are present.
3. An expense account seems to be missing
The system automatically hides some expense accounts whose names look like test or placeholder names (for example, containing “test” or similar patterns) or that have zero amounts, to keep the report clean.
To review these accounts, open Chart of Accounts from another line and look for the account there. If needed, rename the account to a proper production name.
4. Net Income doesn’t look right
Remember that Net Income is calculated as Income total minus Expense total in the report.
Check whether any key accounts have been incorrectly set up as Income or Expense and adjust them in the Chart of Accounts module if needed.
Because the Balance Sheet uses the P&L for Net Income, any mistake here will also appear there.
5. CSV or PDF won’t download, or print doesn’t work
Check your browser’s download and pop-up settings; some browsers may block downloads or print dialogs.
Try again in a different browser or after disabling extensions that block pop-ups.
This is how the Profit & Loss module in DizLog works based on the current front-end and back-end implementation. Use it regularly at period end to check your income, expenses, and net income, and drill down to Chart of Accounts and related reports whenever you need more detail.