PSW Support Guide
How to Use Accounting Reports in PSW
View Profit & Loss performance, track revenue and expenses, monitor profitability and export accounting data for your accountant, bookkeeper or financial reporting.
PSW
Purpose
The Accounting Reports area gives your business a clear view of financial performance. Use it to review Profit & Loss figures, compare reporting periods and export financial data when required.
Step-by-Step Instructions
- Open Reports → Accounting.
- Select the reporting date range.
- Review the Profit & Loss summary.
- Check total revenue and income.
- Review cost of goods sold and expenses.
- Monitor gross profit and net profit.
- Use filters to refine report data.
- Export the report or download a CSV file.
Reports Dashboard
Accounting
Overview
Sales
Production
Inventory
Financial
Accounting
Export
$42,850Total Revenue
$18,420COGS
$24,430Gross Profit
$7,280Expenses
$17,150Net Profit
CSVExport Available
Profit & Loss Summary
Export Options
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2
3
4
5
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7
8
Field Guide
| Revenue | Total sales income. |
| COGS | Cost of goods sold. |
| Gross Profit | Revenue minus COGS. |
| Expenses | Operating expenses. |
| Net Profit | Profit after expenses. |
| CSV Export | Download report data. |
What This Controls
- Profit & Loss reporting
- Revenue tracking
- Expense review
- Accountant exports
- Financial visibility
Best Practices
- Review P&L monthly
- Export before BAS review
- Compare reporting periods
- Monitor gross profit
- Check expenses regularly
Tips
- Use date filters for accurate reports.
- Export CSV files for accountants.
- Review net profit before major spending.
- Compare current and previous periods.