Profit and Loss Reporting in Magnifi | Export and Compare Budgets

Profit and Loss - Reporting

Purpose

This article explains how to export Profit and Loss reports from Magnifi to Excel, PDF, or CSV, and how to save reports to the Dashboard.


When to Use

Use this guide when you need to:

  • Export Profit and Loss reports to Excel for analysis or sharing

  • Review consolidated reports, including divisional or organisational comparisons

  • Check inter-entity or inter-group transactions

  • Save reports to the Dashboard for quick access


How To

Export to Excel

Click the Export button in the toolbar and select Excel. Depending on the reporting level, different worksheets are included:

  • Organisation export:

    • Summary worksheet (projection by account category)

    • Detail worksheet (projection by account name)

    • If divisions exist:

      • Divisional comparison (summary and detailed)

      • Individual worksheet for each division

    • If inter-entity transactions exist:

      • Inter-entity worksheet showing all inter-entity transactions (useful to confirm they net to nil)

  • Group export:

    • Summary worksheet (projection by account category)

    • Detail worksheet (projection by account name)

    • Organisation comparison worksheet (summary and detailed)

    • If inter-group transactions exist:

      • Inter-group worksheet showing all inter-group transactions (useful to confirm they net to nil)

  • Segment export:

    • Summary worksheet for each segment (projection by account category)

    • Detail worksheet for each segment (projection by account name)

Export to PDF

  • Exports the Detail worksheet only.

Export to CSV

  • Exports into a budget template format, the same template used to import budgets into Magnifi.

  • Useful if you plan to import budgets into Xero.

Save to Dashboard

  • Select Save to Report to add the report to the Dashboard under the Reports tab.


Tips / FAQs

  • Can I import budgets into Xero?
    Yes. If you export the CSV report, it will be in a template format that can be uploaded to Xero.

  • Can I compare budget to actual?
    Yes. You can view a detailed Actual vs Budget report under Analysis, or high-level reporting under the Dashboard.

  • How do I save my original projections?
    You have several options: