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
- Open the FYERS App and log in.
- Go to Menu (≡) → Reports → P&L.
- Choose Calendar or Table view.
- Select the period from the FY selector or choose dates in Calendar view.
- Tap Download and select PDF or CSV.
On FYERS Web
- Log in to FYERS Web.
- Go to Reports → P&L.
- Choose a view: Calendar or Table.
- Select the period using the FY selector at the top right or pick specific dates in Calendar view.
- Click Download and choose PDF or CSV.
Pick the correct financial year before downloading so the report covers the dates you expect.
What If...
| Scenario | Solution |
|---|
| No entries show for the selected period | Change the FY selector to another year or widen the period. Ensure you traded in that range. |
| You want to analyse in a spreadsheet | Choose CSV and open it in Excel or Google Sheets for filters and pivots. |
| P&L looks different from your expectations | Confirm the correct period and segment. Cross-check with your Trade book and contract notes for those dates. |
| You need a day-wise view first | Use Calendar view to click specific dates and review summaries before exporting. |
| Downloaded file will not open | Download again and try a standard PDF viewer for PDF or a spreadsheet app for CSV. |
Last updated: 28 Nov 2025
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