Features

Profit & Loss Reports

Generate and export P&L reports for your store.

Profit & Loss Reports

The P&L report gives you a structured financial statement for any date range you choose.

Accessing the report

Go to Reports → Profit & Loss. Select your date range and grouping — you can view by day, week, or month.

What's in the report

Revenue — gross sales after discounts

COGS — total cost of goods sold

Gross Profit — revenue minus COGS

Gross Margin — gross profit as a % of revenue

Operating Expenses — shipping costs, ad spend, transaction fees, custom expenses

Net Profit — gross profit minus all operating expenses

Net Margin — net profit as a % of revenue

Each line has a per-period column, so you can see trends across weeks or months at a glance.

Exporting

Click Export CSV to download the full report as a spreadsheet. There's also a PDF export if you need a formatted document to share or file.

AI analysis

The P&L page has an AI Insights button. Click it to get an automatic analysis of your margins, trends, and biggest cost drivers in the period. It reads the actual data on screen, not a generic template.

Tips

Run a monthly P&L at the end of each month before making any decisions about ad budgets or pricing. Compare the current month to the same month last year if you have seasonal patterns.

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