Get the profit & loss report

The calling organization's P&L as a single derived report (not paginated). Revenue comes from approved statements, expenses from coded bills — a management report, not audited books. Capital spend is broken out into a dedicated capex section and is EXCLUDED from expenses.total and netIncome. A separate cashFlow section reports money actually moved in the period (revenue received vs. bills paid), independent of the accrual/interest bases. Every row carries a byMonth map keyed by the months array plus a period total.

Query Parameters

startDate
Type: string Format: date-time

ISO 8601 date. Start of the reported window. Defaults to the first of the month 12 months ago.
endDate
Type: string Format: date-time

ISO 8601 date. End of the reported window. Defaults to the end of the current month.
wellId
Type: array string[]
max length:
100

Repeatable. Restrict the report to these wells. Omit for all wells.
revenueDateBasis
Type: string enum

Bucket revenue by production month (default) or by check date.
values
- production
- check
expenseDateBasis
Type: string enum

Bucket expenses by invoice date (accrual, default) or by paid date (cash).
values
- invoice
- paid
interestBasis
Type: string enum

Owner net interest (default) or gross 8/8 well-level values.
values
- owner
- eightEighths

Responses

application/json
application/json
application/json
application/json

get/profit-loss

curl https://app.joltly.io/api/v1/profit-loss \
  --header 'Authorization: Bearer YOUR_SECRET_TOKEN'

Show Schema

{
  "data": {
    "months": [
      "string"
    ],
    "revenue": {
      "byProduct": [
        {
          "id": "string",
          "label": "string",
          "byMonth": {
            "additionalProperty": 1
          },
          "total": 1
        }
      ],
      "grossTotal": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      },
      "taxes": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      },
      "deductions": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      },
      "netTotal": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      }
    },
    "expenses": {
      "groups": [
        {
          "name": "string",
          "accounts": [
            {
              "id": "string",
              "label": "string",
              "byMonth": {
                "additionalProperty": 1
              },
              "total": 1
            }
          ],
          "total": {
            "id": "string",
            "label": "string",
            "byMonth": {
              "additionalProperty": 1
            },
            "total": 1
          }
        }
      ],
      "total": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      }
    },
    "capex": {
      "accounts": [
        {
          "id": "string",
          "label": "string",
          "byMonth": {
            "additionalProperty": 1
          },
          "total": 1
        }
      ],
      "total": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      }
    },
    "netIncome": {
      "id": "string",
      "label": "string",
      "byMonth": {
        "additionalProperty": 1
      },
      "total": 1
    },
    "cashFlow": {
      "cashIn": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      },
      "cashOut": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      },
      "netCash": {
        "id": "string",
        "label": "string",
        "byMonth": {
          "additionalProperty": 1
        },
        "total": 1
      }
    },
    "meta": {
      "startDate": "2026-08-06T20:36:32.031Z",
      "endDate": "2026-08-06T20:36:32.031Z",
      "wellIds": [
        "string"
      ],
      "revenueDateBasis": "production",
      "expenseDateBasis": "invoice",
      "interestBasis": "owner"
    }
  }
}

The profit & loss report.