Income Statement (Lytning Analytics)

Use this page when you need a profit-and-loss summary for a period — revenue, cost of sales, gross profit, operating expenses, and the net result for a store or the franchise.

Goal

Lytning Analytics demo store — screens may differ slightly by version.

You need a profit-and-loss view of the business for a chosen period so you can see whether the store is profitable, where the costs sit, and how the period compares to last month or last year.

Where this happens

• In the Core App: open Reports & Analytics → Income Statement (top-level sidebar group).
• Direct URL: https://analytics.pos.co.zm/income-statement (opens the same report in a new tab; single-sign-on signs you in).

Prerequisites

• You are signed in to the Core App as supervisor or franchise admin.
• Your role has Reports permissions.
• Pop-ups are allowed for the Core App URL.
• You know the period you want (month, quarter, year, custom).

Steps

1. Open Income Statement from the Core App

1. In the Core App sidebar, open Reports & Analytics.
2. Click Income Statement.
3. A new browser tab opens at Lytning Analytics, signed in.

2. Pick the period and apply filters

1. Choose a Timeline preset: Today, Yesterday, Last 7 Days, Last Month, This Month, or This Year.
2. To pick a custom range, click the Custom button, then enter Start Date and End Date and apply.
3. In the Set Limit input, type the expense-row cap you want.
4. Click Apply Filters to refetch with the new limit.

3. Read the statement sections

The Income Statement is laid out as four sections (the page renders mobile-shaped at every viewport):

• Revenue & Cost — Revenue, Cost of Sales.
• Profit Summary — Gross Profit.
• Operating Expenses — header has a chevron toggle to collapse/expand the expense rows and a Filter expenses... input to narrow the list by account name or ID; the section ends with Total Operating Expenses.
• Financial Results — Operating Income (Gross Profit minus Total Operating Expenses), then Other Income/Expenses when the store has any, then Net Income.

Each line item is a tap target — tapping a figure gives haptic feedback.

4. Drill into one expense account

1. In the Operating Expenses list, click any account row.
2. The Account Details modal opens with three fields: Account ID, Account Name, Amount.
3. Click View Details in the modal to navigate to the ViewIncomeAccount page for that account.

5. Open the PDF

1. Click the PDF button (top right of the statement header).
2. The Income Statement PDF opens in a new tab with the URL {pdfReportApi}IncomeStatement/{DB}?from={from}&to={to}&limit={limit}.
3. If the Timeline has no from/to set, the page alerts "Please select a 'from' and 'to' date on the Timeline first."

Expected result

• The page shows Revenue, Cost of Sales, Gross Profit, Operating Expenses, and Net Income for the chosen period.
• The Filter expenses... input narrows the expense list by account name or ID.
• An account drill-down opens the Account Details modal; View Details opens View Income Account.
• The PDF button opens the period-bounded PDF in a new tab.

Edge cases

• The new tab does not open. Allow pop-ups for the Core App URL and try again.
• You land on the Analytics sign-in page. Sign back in to the Core App and open the report again.
• The PDF button alerts "Please select a 'from' and 'to' date on the Timeline first." Pick a Timeline preset or a custom range first.
• The PDF button alerts "PDF base URL is not configured. Please contact support." The report host is not set up for your store — tell your supervisor; the report must be run from the store that has the PDF service configured.
• Revenue or Cost is missing. Confirm the items have selling prices and costs recorded; an item with no cost will not contribute to Cost of Sales.
• Operating Expenses are very high. Check Finance & Admin → Financial Management → Expense Records for the period — sometimes an expense is recorded twice or against the wrong period.
• Totals do not match the Cash Flow Statement. The two reports use different rules (Income Statement is accrual-style, Cash Flow is cash-style); small differences are normal. Large differences need a supervisor review.

Related

• Cash Flow Statement (Lytning Analytics)
• VAT Reports
• Lytning Analytics
• Cash-up & finance