Profit and Loss reports

Use the Profit and Loss Entity Analysis report to view the profit and loss for each entity in the configuration set for a selected year to date, and the adjustment for the year. Click Entity Analysis to open the report.

Use the Profit and Loss Time Analysis report to view the profit and loss trend for a selected year to date and for the remaining periods in the configuration set. Click Time Analysis to open the report.

These reports are typically used by the planner.

To filter your view of the data, select from the lists at the top of the reports. This table shows the criteria by which you can filter the data:

Profit and Loss Entity Analysis Profit and Loss Time Analysis
Period Period
Version Entity
Intercompany Intercompany
Organization Organization
Currency Currency
Primary Segment Primary Segment
Secondary Segment Secondary Segment
Tertiary Segment Tertiary Segment
Analysis 1- 12Analysis 1 -12

The Audit Trail Analysis report is available for applications that are based on Designer. The report shows details of the changes that users made to cell values in the OLAP database by writing back values in data entry reports.

The Scenario reports show the effects of currency exchange. Click the Scenario 1 version or the Scenario 2 version to open the reports.