Profit and Loss

The Profit and Loss tab contains 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 3-28 Options for Profit and Loss Tab

Filter level	Filter	Filter Type
Dashboard	Search by Manager Name or ID	Keyword Search
	Legal Entity	Drop-down list
	Manager Name	Keyword Search
	As-of-Date	Date Selection
	Currency	Drop-down list
	Amount	Drop-down list
Page	Period level	Button Selection
Report	Compare to	Drop-down list
	Period: Current (Selected) Period Compared to Previous Period	Drop-down list

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

Table 3-29 Report Section Details

Report Section Name	Description
Profit and Loss Statement	This report contains revenues and expenses under various reporting lines and the net income before taxes for the Relationship Managers selected at the prompt. The numbers are displayed for the selected current period 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 contains Revenues and Expenses under various Reporting Lines and net income before taxes for the Relationship Managers that you select from the prompt. The numbers are displayed for the selected current time- the period in comparison with the numbers recorded in the previously selected period and move in terms of the percentage change. This Report is represented through a Water Fall Chart.