How to View and Compare 'Profit & Loss' Report in Giddh

The Profit and Loss comparison feature in Giddh allows you to compare your financial performance across different periods such as months, quarters, or financial years. Here's how you can access and use this feature:

Step 1: Search for “Profit and Loss”

To quickly find any feature, press: Ctrl + G (for Windows) or Cmd + G (for Mac)

In the global search bar, type “Profit and Loss” and click on the relevant result to open the Profit and Loss report section.

OR

Please refer below URL to access the page:

https://books.giddh.com/pages/import/voucher-wise

Step 2: Select a Date Range or Financial Year

Once the report opens, choose the date range or the financial year for which you want to generate the report. You can either select predefined periods or custom dates based on your analysis requirements.

This helps in narrowing down the data to specific periods for accurate financial insights.

Step 3: Use the Comparison Feature

After your primary period is selected, use the “Compare With” option to choose another period for comparison.

You can compare:

Month vs. Month

Quarter vs. Quarter

Year vs. Year

Custom ranges

Giddh displays reports month/quarter/year-wise with side-by-side comparisons. It highlights changes in income, expenses, profit margins, and income before taxes using visual indicators—making it easy to track performance and identify trends.

Step 4: Analyze the Report

The comparison report includes:

• Total Income and Expense figures

• Profit or Loss amounts for each period

• Income before taxes: The profit a business earns after deducting all expenses except taxes.

• Choose Excel format to download the report.

This visual comparison helps business owners identify growth patterns, cost leakages, or revenue drops and take action accordingly.