Download the current report
Open Profit & Loss, choose one form and dates, then choose Download Excel. The workbook opens on Summary, a statement of sales, costs and profit followed by the same allocated product table shown in P&L. Shared charges, refunds and dated expenses are allocated automatically before any product search. An unlinked reconciliation row and incomplete values remain visible when needed. Orders shows each order once, with its products, shipping, fees and adjustments underneath; Expenses lists dated expenses and credits. It uses the same saved calculations and incomplete values as the screen. Unsaved edits are not included.
The download includes the complete selected form/date report, even when search, Needs costs or Review payment hides some rows on screen. It does not export only the current visible list.
Unpaid orders are marked excluded and have no financial amounts in Excel. Profit uses entered costs only; optional costs not entered are not included. Uncertain sales or conflicting saved costs show Needs review. Credits reduce costs once. Dates follow the report timezone, and ordinary amounts remain numeric, including losses. Very large amounts or quantities are exact text with a notice so Excel cannot silently round them; Excel sums ignore those text cells, so use the reported totals.
Order sales, costs and profit appear only on the order row. Detail costs are in a separate column; do not add them to the order totals again. Each order has one short reference; a full reference appears only if short references collide. Orders stay grouped without a sheet-wide filter.
Choose Detailed CSV when you need full technical IDs, unpaid costs or seller notes. Its mixed Order, Item and Charge detail rows explain the report; use Order and TOTAL rows for totals. Both formats protect seller-entered text from spreadsheet formulas. If a report exceeds Excel's text, date or size limits, choose narrower dates or use Detailed CSV; the failed download does not change your costs.
Keep a copy when needed
Reports are current working calculations. Product-cost changes can change orders that still use those costs. Download a copy when you need to keep today's result.
The fresh P&L does not create scheduled emails, preserved report links, alternate report versions or dedicated Google Sheets tabs. Ordinary order Sheets continue separately without P&L cost/profit columns. Existing files you previously downloaded or received are external historical copies; they are not the current report.