Profit and Loss
The Profit and Loss Tab contains a set of reports that displays the overall financial profitability using 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 3-14 Options for Profit and Loss Tab
Filter level | Filter | Filter Type |
---|---|---|
Dashboard | Legal Entity | Drop-down list |
Line of Business | Drop-down list | |
As-of-Date | Date selection | |
Currency Type | Drop-down list | |
Amount in | Drop-down list | |
Page | Period level | Button selection |
Period: Current (Selected) Period | Drop-down list | |
Compared to Previous Period | Drop-down list |
The reports that are generated are detailed in the following table:
Table 3-15 Report Details
Report Name | Description |
---|---|
Profit and Loss Statement | This report 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 | This report displays a profit and loss summary for a selected LOB for a certain period through various reporting lines. |