Consolidated Monthly P&L
Monthly profit and loss across events.
Overview
Company-wide revenue, direct costs, operating expenses and net profit per month, from the posted ledger. This report is only offered to users with finance access.
When to use consolidated monthly p&l
- Monthly review.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Consolidated Monthly P&L under Company Finance.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Company-wide revenue, direct costs, operating expenses and net profit per month from the posted ledger. Amounts in USD.”
- Columns: MONTH, REVENUE, DIRECT COSTS, GROSS PROFIT, OPERATING EXPENSES, NET PROFIT.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.reports.read
- hospitality.report.read