Overview

Within this process, you can analyze, interpret, and evaluate the financial performance by companies, business units, or lines of business. Senior management typically uses this as a control to ensure that operational targets at the business unit level are consistent with strategic goals.

As a result of the process, the profitability analysis is closed.

Perform profit and loss analysis flowchart

Paths

How to compare profit and loss figures with detailed reports

1. Go to Profitability & cost → Profitability & cost reports and then click Profitability & cost.

2. Click Settings and then set the Period and Company filters.

3. Click Close and generate.

4. Compare figures with the Profit and loss statement and the Notes to financial statements. See how to Report closing figures.

How to analyze profit and loss by lines of business

1. Go to Profitability & cost → Profitability & cost reports and then click Profitability & cost.

2. Click Settings and then set the Period and Company filters.

3. Click Close and generate.

4. Make the analysis by Lines of business.

How to analyze profit and loss by business units

1. Go to Profitability & cost → Profitability & cost reports and then click Profitability & cost.

2. Click Settings and then set the Period and Company filters.

3. Select the Advanced mode.

4. Click the Structure tab and add the Business unit element to Columns.

5. Click Close and generate.

6. Make the analysis by Business units.

Paths

How to release profit and loss figures

1. Go to General ledger and click Financial statements.

2. Find the report instances for verification.

3. Open them and specify the "Released status" in the Comment field, and then post them.