Profit & Loss
A profit & loss (P&L) statement is optional for a financial statement.
A P&L line is mapped with a cash flow line, which is predefined and not editable for a user. Per P&L line, the user can set an accounting method.
Generating a profit & loss statement
Financial statements are available from the navigation panel on the left.
Procedure
1. In the data panel, select a process and select an asset or a range of assets.
2. In the navigation panel, click Financial statements > Profit & Loss.
The profit & loss statement for the selected asset(s) appears.
Exporting a statement
To share the statement or for further tweaking it in a business intelligence suite, you can export the statement.
Procedure
1. Configure your generated statement as required:
◦ By default all assets are selected. Click on 
to refine you selection. Only characteristics available within the selected assets are shown. Filter selections are saved per user per process.
to refine you selection. Only characteristics available within the selected assets are shown. Filter selections are saved per user per process.Supported characteristics
Asset-level fields (empty values shown as “Undefined”):
- Sector
- Country
- Region
- Subdivision
- Secondary subdivision
- Municipality
- City
- District
- Neighborhood
- Entity
Property-level fields:
- Property type
- Detailed type
- Qualification
- Strategy
- Custom text/picklist fields
Characteristics are displayed in a predefined order, with sub-characteristics shown alphabetically.
◦ Include or exclude rows with zero (0) values.
◦ Select the granularity of the statement (year, quarters, months).
If the Period type equals calendar years, the graph can be viewed in Y, Q and M.
If the Period type equals forecast years, the graph can be viewed in Y and M.
◦ Specify a filter to filter out specific rows.
2. Click Export (
). The statement will be available in your browser's download location.
). The statement will be available in your browser's download location. | If you select a few cells in the statement, the application will display their Average and Sum values at the bottom of the screen. |