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Buy nowHi there, @whitneyericajenkins.
Thanks for the additional suggestions on this report matter. At this time, there's no way to save the Profit and Loss in its collapsed form or export it to Excel without them expanding again. I can see how this feature would be helpful to give you a quick summary of your company's profitability for a given period, so I'm sending a formal product request up to the Development Team. All it takes is a voice from a user like yourself to make the change in QuickBooks we all want to see.
In the meantime, I have a suggestion that may help you get this report in Excel format. Since the fully collapsed Profit and Loss report is bare bones with very little information, consider copying the content manually and pasting it in whichever spreadsheet software you'd like. I'll guide you through this process below:
Here's a quick video of this export method:
All-in-all, this process may take even less time than using the Export button for such a small set of information. You can even create an Excel template to serve as a header or form for the collapsed Profit and Loss data you paste inside. Alternatively, the company/report name and dates can be copied and pasted inside the same way. Check out our guide on report exporting to learn more.
These tips will have you exporting the Profit and Loss to Excel like a pro in no time. Please feel free to get in touch with me here if there's anything else I can do for you. Thanks for reaching out, wishing you a safe and productive day.