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Old Version 2

changes.mady.by.user Frank Gambino

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New Version 3

changes.mady.by.user Carissa Warnock

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Click the image to view a sample report.

Key Information

  • Displays four data sets. You choose two of the four (Base and Comparative), as Actual and Flex are assumed.
  • Can be run for a single period or year-to-date.

Report Options

Base Dataset

Consists of a Displays the Year and Type of data that are grouped in an organized manner. The Base Dataset selected determines the data that will be in the column between Actual and Flex.

  • Year. Allows you to choose which  Select a year of the dataset you wish to use for the basis.
  • Type. Allows you to choose which Select a type of dataset you wish to use for the basis.

Display

Allows you to choose which types of data you wish to display.

  • Use Owner. Denotes that you want the report to use the report builder that was configured for the Owner reports.
  • Use P&L Performance. Denotes that you want the report to use the report builder that was configured for the P&L Performance.
  • Use Periodic Budget. Denotes that you want the report to use the report builder that was configured for the Periodic Budget Report.
  • Single Period. Allows you to view data for the period selected from the Period drop-down.
  • Year-to-Date. Allows you to view year-to-date data from Period 1 through the period selected from the Period drop-down.
  • Period. Allows you to select which period you wish the report to coverSelect a period.

Comparative Dataset

Consists of a Year and Type of data that are grouped in an organized manner. The Comparative Dataset is the dataset to which the Base Dataset is compared.

  • Year. Allows you to choose which  Select a year of the dataset you wish to use as a comparisonto compare.
  • Type. Allows you to choose which  Select a type of dataset you wish to use as a comparisonto compare.

Variance

Displays the variance between the Base and Comparative Datasets as either Dollars or Percentages.

Running the Report

To run the report:

  1. Choose Comparative from the Reports menu.
  2. Click P&L Performance Analysis. The report options dialog box appears.
  3. Select the appropriate View.
  4. Select a Year and Type for the Base Dataset.
  5. Select or de-select Analysis Pages.
  6. Select either Single Period or Year-to-Date.
  7. Select a Period.
  8. Select a Year and Type for the Comparative Dataset.
  9. Select either Dollars or Percentages under Variance.
  10. Click the Run icon. The report is displayed.

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