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How to Generate a Profit & Loss (P&L) Report in RentRedi

generate profit & loss report, p&L report, p&L statement, p&L spreadsheet, Profit & Loss statements (property-level + portfolio total)

Written by Riz
Updated today

A Profit & Loss (P&L) report provides a clear overview of your rental income, expenses, and overall profitability. This report helps you:

  • Understand your property’s financial performance

  • Track income and expenses by category

  • Make informed decisions for budgeting and planning

Follow the steps below to generate and export your P&L report: 👇

Step 1: Access your Profit & Loss Report dashboard

  1. From your RentRedi Dashboard, click the Sidebar Toggle.

  2. Select Payments, then click Accounting.

  3. Click Profit & Loss.

Step 2: Generate Your Report

  1. Set a date range to define the reporting period.

  2. Select a property from the dropdown menu (or choose all properties).

Step 3: Customize Your Report with Filter Options

You can refine your P&L report using the following options:

  • Prorate Unassigned Transactions – Include transactions not tied to a specific property or tenant.

  • Include Mileage Deduction – Include mileage-related expenses for tax purposes.

  • Show Zero Rows – Display categories even if no transactions occurred.

  • Group By Property – Organize income and expenses by individual property.

Step 4: Export Your Report

Once you’ve set your filters, click Export to download and save your Profit & Loss report.

Done! 🎉

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