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How can I create a profit and loss by month report? This is a pretty standard feature in all the accounting systems I've used before, but I can't find it anywhere in Odoo. 

Note this is different than the profit and loss comparison. I want to be able to look at 2022 and see all 12 months broken out in their own columns. 

I've inserted an image below with how it looks in quickbooks, netsuite and ERPNext. The ERP next image is for the CFS, but it's the same concept. 


Thanks for the help. 







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1. Select This Month (or the first month you want to see on the left hand side) from the Date Filter

2. Select Previous Period (and the number of months to show) from the Comparison Filter.  


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Autor Best Answer

Thanks Ray!

Is there a way to rearrange the date format without customizing the software so it adheres to the American/Asian style, placing the oldest dates on the left and the latest on the right?

It might sound like a minor detail, but for US firms it's important. Presenting financial documents to investors or banks in a format they're not familiar with causes them to be immediately skeptical of the other details. They start questioning the accounting methodology and software, rather than discussing the core business fundamentals. 

That's dumb, because it shouldn't matter, but in the US at least people are weird about that stuff. Telling them it's a European accounting software that they have never heard of will take you down a rabbit hole that's best avoided. 

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have you found any solution to this???

Best Answer

This thread is a bit old, but I came upon it because I had the same question. The answer says to select the current month, and then compare by the previous 11 months. That works, but you don't get a total like you do in quickbooks and netsuite. Is there any way to get a total with the compare by feature? In other software it is referred to as a "group by", which perhaps explains the difference and the lack of a total.

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