How do I download my P&L report?

How Do I Download My P&L Report?

Your P&L report shows profit and loss for a selected period with a breakup of Net, Realised, Unrealised, and Gross P&L, along with key charges. You can view it in Calendar or Table view and export it for records or analysis.

Steps to download your P&L

On FYERS App

  1. Open the FYERS App and log in.
  2. Go to Menu (≡) → Reports → P&L.
  3. Choose Calendar or Table view.
  4. Select the period from the FY selector or choose dates in Calendar view.
  5. Tap Download and select PDF or CSV.

On FYERS Web

  1. Log in to FYERS Web.
  2. Go to Reports → P&L.
  3. Choose a view: Calendar or Table.
  4. Select the period using the FY selector at the top right or pick specific dates in Calendar view.
  5. Click Download and choose PDF or CSV.

Pick the correct financial year before downloading so the report covers the dates you expect.

What If...

ScenarioSolution
No entries show for the selected periodChange the FY selector to another year or widen the period. Ensure you traded in that range.
You want to analyse in a spreadsheetChoose CSV and open it in Excel or Google Sheets for filters and pivots.
P&L looks different from your expectationsConfirm the correct period and segment. Cross-check with your Trade book and contract notes for those dates.
You need a day-wise view firstUse Calendar view to click specific dates and review summaries before exporting.
Downloaded file will not openDownload again and try a standard PDF viewer for PDF or a spreadsheet app for CSV.

Last updated: 27 Mar 2026