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Overview

The Profit & Loss Trends report provides a high-level view of financial performance with period-over-period breakdowns. It’s designed for dashboards, charts, and comparative analysis across months, quarters, or years.

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Report Structure

The Profit & Loss Trends report contains two parts:
  1. Overall Summary - Totals for the entire date range
  2. Trends - Period-by-period breakdown
Profit & Loss Trends
├── Summary (entire period)
│   ├── Total Revenue
│   ├── Total Expenses
│   └── Net Profit
│
└── Trends (per period)
    ├── Period 1: Revenue, Expenses, Profit
    ├── Period 2: Revenue, Expenses, Profit
    └── ...

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Granularity Options

Control how trends are broken down:
GranularityDescriptionExample
monthlyData per month (default)Jan, Feb, Mar…
quarterlyData per quarterQ1, Q2, Q3, Q4
yearlyData per year2023, 2024, 2025

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Summary Fields

All values are in cents (divide by 100 for display).
FieldDescription
total_revenue_centsTotal revenue for entire period
total_expenses_centsTotal expenses (direct costs + operating + finance + tax)
net_profit_centsRevenue minus expenses

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Trend Fields

Each trend period contains:
FieldDescription
period_startStart date of the period
period_endEnd date of the period
revenue_centsRevenue for this period
expenses_centsExpenses for this period
net_profit_centsProfit for this period

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Example Response

{
  "business_id": "550e8400-e29b-41d4-a716-446655440000",
  "start_date": "2024-01-01",
  "end_date": "2024-03-31",
  "currency": "GBP",
  "granularity": "monthly",
  "summary": {
    "total_revenue_cents": 15000000,
    "total_expenses_cents": 9000000,
    "net_profit_cents": 6000000
  },
  "trends": [
    {
      "period_start": "2024-01-01",
      "period_end": "2024-01-31",
      "revenue_cents": 4500000,
      "expenses_cents": 2800000,
      "net_profit_cents": 1700000
    },
    {
      "period_start": "2024-02-01",
      "period_end": "2024-02-29",
      "revenue_cents": 5200000,
      "expenses_cents": 3100000,
      "net_profit_cents": 2100000
    },
    {
      "period_start": "2024-03-01",
      "period_end": "2024-03-31",
      "revenue_cents": 5300000,
      "expenses_cents": 3100000,
      "net_profit_cents": 2200000
    }
  ]
}

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Use Cases

Use monthly granularity to plot revenue/expense trends over time.
Use yearly granularity with a multi-year date range to compare annual performance.
Use quarterly granularity for Q1-Q4 performance breakdowns.

Get Profit & Loss Trends

Retrieve periodic Profit & Loss data

Get Profit & Loss Report

Full Profit & Loss breakdown