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.