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. |