Profit and Loss

The Profit and Loss Tab has a set of reports that displays the overall financial profitability through the Profit & Loss and Profit & Loss Waterfall Reports.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-2 Options for Profit and Loss Tab

Filter level	Filter	Filter Type
Dashboard	Search by Customer Name/ID	Keyword search
	Customer Name	Drop-down list
	Legal Entity	Drop-down list
	As-of-Date	Date selection
	Currency Type	Drop-down list
	Amount	Drop-down list
Page	Period level	Button selection
	Period	Drop-down list
	Compared to	Drop-down list

The report that is has two sections. These sections are detailed in the following table:

Table 3-3 Report Details

Report Name	Description
Profit and Loss Statement	Contains Revenues and Expenses under various reporting lines and net income before taxes. The numbers are displayed for the current period selected in comparison with numbers recorded in the previously selected period and move in terms of the percentage change.
Profit and Loss Waterfall Graph Report	Displays a profit and loss summary for a selected LOB for a certain time period through various reporting lines.