# Profit Loss Report documentation & how to edit the script

**URL:** <https://community.tiller.com/t/profit-loss-report-documentation-how-to-edit-the-script/31532>\
**Category:** Google Sheets\
**Tags:** google-sheets, how-to\
**Created:** [April 5, 2025, 9:01pm UTC](https://community.tiller.com/t/profit-loss-report-documentation-how-to-edit-the-script/31532 "2025-04-05T21:01:42Z")\
**Posts on this page:** 5\
**Page:** 1

<div class="post-metadata">

**Author:** ![nicoleg](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/nicoleg/32/14664_2.png) [@nicoleg](https://community.tiller.com/u/nicoleg)\
**Post date:** [April 5, 2025, 9:01pm UTC](https://community.tiller.com/t/profit-loss-report-documentation-how-to-edit-the-script/31532/1 "2025-04-05T21:01:42Z")

</div>

I’m interested in editing the profit loss report (not the live report, the one that’s script-based). I searched for documentation on it, and I couldn’t find any.

Does anyone know if that documentation exists, or point me how to do it?

(I’m specifically looking to add a filter by tag, I have been trying to solve this problem for many years now and have used bubblegum and duck tape to make it work, and it’s just not there yet. Yes, I know about the Live P&L Report, same problem (and it doesn’t include transfer categories), plus I need to copy/paste so I can add comments for my CPA - and trying to copy/paste the live report destroys the formatting, which makes me do things manually, which introduces room for error).

---

<div class="post-metadata">

**Author:** ![randy](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/randy/32/16_2.png) [@randy](https://community.tiller.com/u/randy)\
**Post date:** [April 7, 2025, 3:44pm UTC](https://community.tiller.com/t/profit-loss-report-documentation-how-to-edit-the-script/31532/2 "2025-04-07T15:44:29Z")

</div>

There is some limited customization possible on the script-driven P&L report. Essentially, the data will fill into a block inside the hidden template and you can change and add around that block as needed. There is a little instruction [here](https://community.tiller.com/t/docs-profit-loss-report/2361/3).

---

<div class="post-metadata">

**Author:** ![nicoleg](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/nicoleg/32/14664_2.png) [@nicoleg](https://community.tiller.com/u/nicoleg)\
**Post date:** [April 13, 2025, 10:37pm UTC](https://community.tiller.com/t/profit-loss-report-documentation-how-to-edit-the-script/31532/3 "2025-04-13T22:37:11Z")

</div>

Thanks Randy! I actually figured it out - took some time but ChatGPT and I made our own script from scratch to do exact work. I can now run a P&L, with any date range I choose, filtered by tag (or more than 1 tag if I chose), formatted for ease of readability, with basic formulas for totals - this allows me to do a complete ‘export to XLS’ for my CPA with no margin for error.

I think you all frown on scripts - but this one was necessary b/c of the exportability for the CPA. I know others have asked for this - shall I share it? They’d have to get cozy with AppScripts but it’s not that hard (ChatGPT walked me through it).

---

<div class="post-metadata">

**Author:** ![nickr](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/nickr/32/20158_2.png) [@nickr](https://community.tiller.com/u/nickr)\
**Post date:** [February 16, 2026, 9:39pm UTC](https://community.tiller.com/t/profit-loss-report-documentation-how-to-edit-the-script/31532/4 "2026-02-16T21:39:38Z")

</div>

I know this is a late reply, but I’d love to see the script you created to filter by tag. I would need to modify it to work with my data (I have separate columns in my Transactions for “Business” and “Product”, rather than using a “Tags” column), but it would be nice to see what you did and use it as a starting point. Thx!

---

<div class="post-metadata">

**Author:** ![nicoleg](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/nicoleg/32/14664_2.png) [@nicoleg](https://community.tiller.com/u/nicoleg)\
**Post date:** [February 20, 2026, 8:08pm UTC](https://community.tiller.com/t/profit-loss-report-documentation-how-to-edit-the-script/31532/5 "2026-02-20T20:08:07Z")

</div>

Send me an email and I’ll give you all the scripts!

nglaros at gmail
