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 3-41 Options for Profit and Loss Tab

Filter level Filter Filter Type
Dashboard Legal Entity Drop-down list
Product Type Drop-down list
Product Drop-down list
As-of-Date Date selection
Currency Type in Drop-down list
Amount Drop-down list
Page Period level Button selection
Report Period: Current (Selected) Period Drop-down list
Compared to: Previous Period Drop-down list
The report generated has two sections that are detailed in the following table:

Table 3-42 Report Section 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 that are recorded in the previously selected period and the move in terms of the percentage change.
Profit and Loss Waterfall Graph Report This report contains Revenues and Expenses under the selected reporting lines and the Net Income before taxes. The report is displayed by using a Waterfall Chart.