Know which report version you are viewing
Open Profit & Loss. During the current transition, the page can show Try the new P&L or Use previous P&L together with server-set transition dates. Your selection follows your account and the dashboard widget.
Switching versions changes the interface and report projection only. It does not change orders, saved costs, assumptions, financial facts, saved views, checkout, or buyer totals. Modern lenses, comparisons, coverage guidance, saved views, detailed tables, Excel, print, snapshots, schedules, and dedicated P&L Sheets appear only in the new report.
Choose the question before the number
The three lenses answer different questions:
- Products — Product Gross Profit is merchandise revenue after saved product discounts and allocated product refunds, less saved product cost. Shipping, payment fees, and overhead do not change it.
- Orders — Order Contribution adds shipping profit or loss and subtracts estimated payment fees. It answers what selected orders contributed before account overhead.
- Business — Net Profit adds other income and subtracts operating expenses for the broad account result. With one form selected, it becomes Form Operating Result because account overhead is not guessed into that form.
The Overview uses the same report to build the profit bridge, shipping bridge, Coverage, Recommended actions, and current-period drivers. They are explanations of one canonical result, not separate calculators.
Set the scope, period, and comparison
Choose all P&L-enabled owned forms or one form. Period choices are last 7, 30, or 90 days; last 12 months; month, quarter, or year to date; custom dates; or all time. Custom dates are displayed as inclusive seller-local dates; the request ends at the next local midnight after the selected end date.
Comparisons can use the previous equal period, previous matching calendar period, previous year, or none. Previous calendar applies only to compatible month, quarter, and year windows. All-time, paid-refund-event, single-order, and irregular calendar reports do not offer a profit comparison. Comparisons are reconstructed from the facts and policies currently known to EZFormz; they are not frozen or closed accounting periods.
Choose automatic, day, week, or month trend grain when the selected period fits the chart limit. Incomplete points become gaps. Sparse periods keep exact values without forcing a misleading line, and a time series that does not reconcile to its headline is hidden rather than assigning the difference to an arbitrary date.
Set the report assumptions
Open Assumptions & data policy to review:
- Order basis: Paid orders uses settled sales; Submitted orders also includes non-cancelled orders that may not be paid.
- Shipping cost: actual label cost, pass-through, period manual expenses, per-order manual cost, or seller-confirmed zero through the guided policy.
- Insurance: include or exclude recorded label insurance when actual label cost is used.
- Date basis: order created date, first fully settled date, or paid refund event date.
- Category basis: the category saved on the order or the product's current catalogue category.
For paid reports, older orders that were already in a paid-or-beyond state before the August 1, 2026 settlement-policy rollout preserve their explicit saved paid date when available. Without one, an eligible legacy order can use its last saved pre-rollout timestamp, or the older created-date compatibility fallback, and is labelled legacy uncertain. A newer paid transition requires authoritative settlement evidence instead of inheriting a status timestamp.
Paid-refund-event reports show refund-ledger timing and make profit not applicable. Older paid orders whose historical settlement ledger cannot be reconstructed remain visibly uncertain instead of receiving a fabricated accepted-payment or balance breakdown.
Profit snapshot, Product leaders, Missing costs, and Shipping view are navigation presets. They can change the period, lens, or visible section, but they do not silently change these assumptions.
Read status and coverage with every result
The user-facing result states are:
- Complete: the required facts for that lens are available.
- Estimated: a reviewed estimate or policy is part of the result, commonly shipping or payment fees.
- Incomplete: a required cost or allocation is unknown. The value remains unavailable rather than becoming zero.
- Needs review: conflicting, malformed, stale, or unsafe evidence prevents a trustworthy result.
- Not applicable: the selected view does not define a profit answer, such as paid-refund-event timing.
Known revenue remains visible when product, shipping, or fee cost is unknown, but only the dependent lens becomes unavailable. Open Coverage, Data Quality, and Recommended actions to trace missing product costs, shipping gaps, unreviewed fee rules, ambiguous refunds, or unsafe source data.
Gross revenue minus contra-revenue reconciles to net revenue, and the merchandise, shipping, and explicitly unassigned components reconcile to the applicable order or business result. Money is calculated in exact integer cents. A percentage comparison is unavailable when the earlier denominator is zero.
Product and category revenue uses the exact product discount allocated to each saved order item; shipping and shipping discounts remain separate. An older order without item-level promotion allocations uses the deterministic legacy allocation fallback. That fallback changes only the product/category attribution: it does not rewrite the saved order revenue, form totals, costs, adjustments, or overall estimated profit.
Understand refunds and completeness
A confirmed paid refund is contra-revenue. A confirmed partial refund without authoritative component detail remains exact unallocated contra-revenue: total revenue stays correct while merchandise or shipping attribution warns rather than guessing.
An unresolved old refund does not erase a valid invoice. EZFormz keeps the sale, order count, known cost, and profit before that unresolved refund visible and reports how many records still need classification. Mark a refund that was actually sent as Paid so it is deducted. Owed and unresolved refunds remain disclosed; the paid-refund-event view does not invent a payment date.
Explore tables and order detail
The first response is intentionally bounded: top product, category, and form results and a small order summary. Open Merchandise, Shipping & Fees, Orders, or Expenses for searchable detail.
Tables support allowlisted search, sorting, period-presence and coverage filters, column selection, Comfortable or Compact density, and Previous or Next pages of up to 50 rows. Identity columns remain visible. Product, category, and form names can drill into a filtered table; an entity present in only one comparison period remains visible as Not in period for the other side. Open an order row to trace the saved invoice, cost, shipping, fee, reliability, and issue information behind its contribution.
Save a reusable view safely
A personal saved view remembers allowlisted controls: lens, authorized scope, rolling, fixed, or all-time period, comparison, assumptions, active table, columns, filters, sorting, and density. It never stores calculated totals, so reopening it recalculates from current authorized facts.
Use Save as new, Update, Rename, Duplicate, or Delete. Names are case-insensitively unique and one owner can keep up to 25 views. If a referenced form is deleted or P&L is disabled, the view remains with Needs attention and opens with a safe account-scope fallback until you update or delete it.
Saved views belong to the financial account owner and are not team-shared. The browser address stores only allowlisted temporary report controls; it omits customer identity, order IDs, and raw table-search text. Back and Forward restore those safe controls after validating them against current authorization.
Use Assumptions & data policy → Manage report defaults for account defaults and a selected form's overrides. A form without an override inherits the current account setting. If another session saves the same settings version first, reload and review the current values instead of overwriting them.
Know the access boundary
The account owner can use account scope, personal saved views, preserved reports, schedules, and connected Sheet controls. A collaborator needs explicit View Profit & Loss or Manage Profit & Loss costs permission and remains limited to one authorized P&L-enabled form. Manage adds form cost and policy work; it does not grant account-wide reporting, owner views, preserved links, schedules, Google Sheet connection, or collaborator management.
See Record P&L expenses, shipping costs, and fee rules for cost entries, or Export, preserve, schedule, or sync P&L for durable outputs.