get_profit_loss
Retrieve a Profit and Loss report for any date range, with options to summarize by month, department, or other criteria.
Instructions
Get a Profit and Loss (Income Statement) report. Can be broken down by department/location.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| start_date | No | Start date in YYYY-MM-DD format | |
| end_date | No | End date in YYYY-MM-DD format | |
| summarize_by | No | How to summarize columns: 'Total' (default), 'Month', 'Week', 'Days', 'Quarter', 'Year', 'Customers', 'Vendors', 'Classes', 'Departments', 'Employees', 'ProductsAndServices' | |
| department | No | Filter to a specific department/location ID | |
| accounting_method | No | Accounting method: 'Accrual' (default) or 'Cash' |