Docs: Profit & Loss Report

Google Sheets Show & Tell
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Overview

One of the most fundamental business reports for bookkeeping and accounting is a profit and loss statement (P&L Report). You can easily generate one with the Business features in the Tiller Labs add-on for Google Sheets.

How to create a P&L report

You’ll need the Tiller Community Solutions add-on for Google Sheets to generate a P&L report

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  1. Open the Extensions menu at the top of your Google Sheet.
  2. Choose Tiller Community Solutions > Reports > Profit & Loss
  3. Configure the report to meet your needs.
  4. Click Create Report.

A new, readily-printable tab will appear along the bottom of your Google Sheet with the sheet name “P&L Report” containing a report per your configuration settings.

Printing or Saving the Report

Each time you generate a P&L Report, a new tab will appear along the bottom. Feel free to print the report, either a physical copy or to a PDF, and then delete the report tab (by right clicking the tab) from your Tiller spreadsheet if you no longer need it after the original report generation.

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Troubleshooting

If you have a question or need help first search the community to see if someone has already asked and if not click here to quickly post a question about this report in the Google Sheets category.

Be sure to customize the title of your post with keywords about the issue or question so others can easily find the Q&A in search.

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It would be awesome if there was a total column on the right summing up all the monthly columns. Blake

3 Likes
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I haven’t documented the local template functionality of the reports, @Blake, but you may be able to implement this on your own. When you first run a report, the scripts download a report “template” and hide it in your spreadsheet. (You can unhide it just like any other sheet.) There is a block where the data will populate (that you can’t modify), but you can add/modify the header, footer, and sides of the block. With a little creativity on placing the calculating cell and specifying range (and possibly dividing to account for sum rows) this could be a local mod to the report template that persists for future report executions.

Hope this all makes sense.
Randy