Profit and Loss trend statement
You access this report by:
- Clicking the heading of the
Profit and Loss Statement pane in the Finance Dashboard.
See Finance Dashboard.
- Clicking the heading of the Profit and Loss KPIs pane in the Finance Dashboard and clicking the Trend tab in the Profit and Loss comparison statement.
By default, this report displays the actual figures for accounts in the P&L Statement for the previous twelve periods. That is, for the two periods compared in the Finance dashboard and the ten periods prior to them.
For each item, a sparkline represents the trend over the last six periods.
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 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 number of periods compared and specify whether to report on Actual or Budget figures, click in the table heading. The Time Settings dialog is displayed.
See Time Settings.
To select a different Company, Currency Type, Taxonomy, Expense Method, and Currency Scaling click in the report heading. English is currently the only language supported.
Linked report: Profit and Loss comparison statement.
Click the Comparison tab.