Profit and Loss comparison statement

You access this report by clicking the heading of the Profit and Loss KPI pane in the Finance Dashboard.

This report displays a list of accounts from the P&L statement and, for each, compares the Actual figures for the two months selected in the Finance dashboard. By default, these are the previous month and the month prior to it. The variance between the values for the compared months is displayed as an absolute value, as a percentage and as a bar chart. The percentage variation represents the shortfall of the actual results against budget. For example, if the budget is 100 and the actual is 80, the percentage variation is -20%.

Analysis dimensions are used both to filter the list of codes displayed and to analyze individual codes in that list. For example, if you have analysis dimensions that represent business units or cost centers, you might display only codes which relate to a particular business unit or cost center and then analyze individual codes by business unit, or by cost center.

If you click an account, you are prompted to select the dimension by which to analyze it. Either the Analysis Dimensions Comparison report or the Analysis Dimensions Trend report is displayed, depending on whether you are in one of the Finance comparison reports, or one of the Finance trend reports.

To filter the list of codes, click Select analysis dimensions and select up to ten dimensions. By default, the default element of each dimension is selected. Typically, the default element is the "All" element. To filter the list of codes as required, select elements from each dimension.

To change the periods and versions (Actuals or Budgets) which are compared click Edit time settings in the table heading. The Time Settings dialog is displayed.

See Time Settings.

To select a different Company, Currency Type, Taxonomy, Expense Method, Currency Scaling, click Edit settings in the report heading. The Settings dialog is displayed. English is currently the only language supported.

Settings

Linked report: Profit and Loss trend statement.

Click the Trend tab.