Overview

The P&L Flash Report tab allows you to generate P&L reports based on a selected reporting period. The report summarizes your stores financial performance using the latest synchronized sales and expense data.

This article explains how to generate and download a P&L Flash Report in P&L Operations.

Before generating a report, please ensure that:

• A P&L Performance base has been created.
  
• P&L Operations has been configured.
• Expense data has been submitted.
• Financial data has been synchronized from Xilnex.
  

If expense data has not been submitted, the generated report may be incomplete.

---

Understanding P&L Flash Report

The P&L Flash Report tab allows you to generate financial reports for a selected reporting period.

Each report is generated using the latest synchronized sales and expense data available in the system.

Generating a P&L Flash Report

To generate a report:

1. Navigate to P&L Operations.
   
   
   
2. Open the P&L Flash Report tab.
   
   
   
3. Click the [GENERATE] button located at the top-right corner of the screen.
   
4. Select the preferred Base and Store.
   
5. select the date range.
   
   
6. Click the [GENERATE] button to proceed with generating the report.
   
   
   
7. A confirmation modal will appear for you to review the details. If everything is correct, click [GENERATE].
   
   
   
8. Wait for the report generation process to complete.
   
   
You may need to refresh the page to ensure the status is changing to Success.

9. Once the status changes to Success, the report is ready for review.
   
   
   
10. click on the [Open] to review the generated report.
    
    

Viewing the Report in Lark Base

To view a generated report in Lark Base:

1. Navigate to Lark Base and open P&L Performance Base.
   
   
2. Open the Base that was selected during report generation.
3. Go to the Document section.
   
   
4. Locate and open the generated report.
   
   

Setting Permissions

1. Only authorized users should be granted permission to generate and download P&L reports.
   
2. Finance teams, business owners, and IT administrators are typically responsible for accessing financial reports.

Good to know

• Reports are generated using the latest synchronized sales and expense data.
• Changes made to submitted expenses are reflected in newly generated reports.
• Previously generated reports may differ from newly generated reports if expense data is updated after the report is created.