Where is the profit and loss report in the Excel add-in?

Posted about 2 months ago by Gabrielle Day

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Gabrielle Day
Gabrielle Day Admin

This query was raised during a recent webinar. Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here. 

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Gabrielle Day

Gabrielle Day posted about 2 months ago Admin Best Answer

In the Add-in, you can use the search box below your logo to search for "P/L" and you should be able to find it. 

There are other similar versions listed under "P/L" too, such as P/L (Consolidated), P/L (Draft), P/L by department, and P/L by fund, so have a look and see what works best for you.

For further reading:

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Gabrielle Day

Gabrielle Day posted about 2 months ago Admin Answer

In the Add-in, you can use the search box below your logo to search for "P/L" and you should be able to find it. 

There are other similar versions listed under "P/L" too, such as P/L (Consolidated), P/L (Draft), P/L by department, and P/L by fund, so have a look and see what works best for you.

For further reading:

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