Summary

You can select from different P&L planning reports depending on how your property is configured in the Planning module.

Reports can be:

• created by users (with the correct permissions), or
• preconfigured by d2o during setup

If your property is connected to Profitbase, reports created there will also be available in the report dropdown in PMI.

Intended users

GM, Controller and Heads of Departments.

Navigation

Go to Profit & loss,  and select the Report option from the top menu.

Tools

You can edit or create reports under Tools > Reports.

Access to this area depends on user rights.

Note: The Submit option is only available in the Accounts module, even if the Status tool is visible in Reports or Account Summary.

View Options

Use view options to control how data is displayed in the report.

Departments/Properties

Shows additional detail within the report.
If connected to a chain and with the correct permissions, you can view multiple properties in one report.

Months

Displays each month in the selected period.
If not selected, only the total for the period is shown.

Show %

Adds a percentage column for comparison.

Report Content

Use this option to add or modify report columns.

1. Click the pen icon
2. Select the desired option
3. Click “add” to add a version or use trash can to remove

To compare values, select the Dev option.
For more information, see How to modify a P&L report

Deviation

This will appear when you have chosen to compare by deviations in Report Content.

You may change the report view options however you want to; for example, add comparison. You do this in Report content. For more information on how to set it up, see How to modify a P&L report

Deviations can be displayed in Currency or percentage.

Currency

Select the Currency that you want to view the report in.

Formula and account details

Two view settings are available in P&L reports to give a better overview of the underlying values/data displayed:

Show formula details in tooltip

• A calculator icon (🖩) appears next to value rows in standard P&L reports
• Hovering over the icon shows a tooltip with a quick overview of the calculation
• Clicking the icon automatically:
  • opens the reports panel
  • scrolls to the selected item
  • expands the full calculation

Image:  Calculator icon with formula details

Show account level

• You can also expand report rows (+) to:
• view underlying accounts contributing to the value
• see how totals are built up across departments, hotels, or other dimensions

Note:  This functionality is not available in group views.