Summary Income Statement

The income statement describes the revenue gained by product sales or services provided by the company.

The report helps you to evaluate the gain or loss in an accounting period. The report provides tabular view format of the income statement information for the different views such as:

Changing the view from the dashboard POV does not affect the Summary Income Statement report. The Summary Income Statement report contains the views based on the Financial Management application.

Summary Income Statement

  To compile the Summary Income Statement report:

  1. From the Oracle BI EE Global Header, select the Dashboards link, then select the OFMA menu list, and then select Oracle Financial Management Analytics.

  2. From Oracle Financial Management Analytics, select the Profit and Loss dashboard tab.

  3. From POV Selector, select the required POV dimensions that you want to use for the dashboard, and then click Apply.

    See Setting the Point of View in Oracle Financial Management Analytics.

The report displays the following information:

Table 10. Summary Income Statement – Report Details

Report in DetailDescription
Accounts

Account value details

From the accounts column, you can click the expand icon expand icon to display the hierarchy of the selected account.

Accounts Name

Account description

ViewsThe column values contain the income account details for the views such as:
  • Month to date (MTD/Periodic)

  • Quarter to date (QTD)

  • Year to date (YTD) and so on