Profit & Loss

Sales, costs, margins, and seller-only adjustments.

Setup guide

Period Comparison Form

Profit lens

Saved view

Save the current report controls for your account.

Table density

Assumptions & data policy

Order basis Shipping cost Insurance Date basis Category basis

Fee amounts are estimates. Refunds stay unallocated unless EZFormz has authoritative component detail.

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Movement over time

Selected profit trend

Grain

Reconciled result

Profit bridge

Shipping economics

Charged versus cost

Can I trust this result?

Coverage

Resolve first

Recommended actions

Current period

Profit drivers

Top merchandise

Form operating results

Cost Tools

Two separate steps: Save product costs for future orders first. To update older orders that are already missing a cost, preview the old-order update and then apply it.

Product Costs for Unresolved Orders

Orders Missing Costs

Product lens

Merchandise performance

Product revenue after discounts and allocated refunds, less saved product cost. Shipping and payment fees do not change this lens.

Products & Variants

Shipping

Fees & Surcharges

Order Shipping Costs

Orders

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Expense Overview

See what is one-off versus recurring, where costs apply, and how categories are trending.

One-Off Expenses & Income

Recurring Rules

Manage Categories

Names can change without rewriting history. Category treatment stays fixed so reports remain comparable.

Expenses In This Report

Not loaded

Exact report outputs

Export this report

Every format uses the same V2 calculation, filter hash, assumptions, data-quality status, and integer-cent values.

Section CSV files

Privacy by defaultReport artifacts include order IDs and form names but omit customer names. Snapshots are immutable for 30 days; shared links expire after 7 days.

Immutable history

Preserved reports

Reopen the exact artifact that was generated, even if live orders or assumptions later change.

No preserved reports loaded.

Scheduled delivery

Email a saved view

The current account email receives a secure link. If the saved view changes, access changes, or the report is blocked, delivery stops for review.

Monthly schedules use days 1–28 so every month has a valid delivery date. Times use your account timezone and follow daylight-saving changes.