Consolidated Income Statement & Key Metrics report

Use the Consolidated Income Statement and Key Metrics report before finalizing a forecast to spot and correct areas that need to be updated. This report is part of a series of executive summary reports that help you review, finalize, and improve the integrity of your forecasts.

This report compares the actual and operating trend data to forecasted trend data in an income statement format. Review individual or combined RFGroup income statements with key metrics calculated using a configurable key driver or statistic within the report. Variance amounts and percent change columns are included for each comparison forecast period. You can drill down to view RFCode detail for each summary section.

Compare actual and forecasted data

NOTE: To work with this report, verify that Rolling Forecasting actual data is loaded and forecast data exists for the periods used in the report.

  1. In the task pane under Reporting, double-click Consolidated IS & Key Metrics.

  2. In the Refresh Variables dialog, select the report criteria, and then click OK.

    Field Description
    Select RFGroup Field to Filter By Filter by group type for the source data.
    Select [group] (Leave blank for All) Leave the default (All) to pull data from all groups or select one or more specific groups.
    Select Period View View data by month, by quarter, or annually.
    Select # of Actual [periods] Select the number of months or quarters of past data (actuals) to include in the report. You can include up to 24 months of historical data.
    Select # of Forecast [periods] Select the number of months or quarters of future data (forecast) to include in the report. You can include up to 34 months of forecast data. You must select at least one month.
    Include CY Budget? Include or exclude data from the current year budget.
    Select Scenario Select the scenario to apply to the data pulled into the report.
    Include Approved Initiatives?

    Include or exclude data from approved initiatives.

    NOTE: To include historical initiative data, verify that historical initiatives included in this report are set to Approve. For more information, see Update initiative status.
    Select RFGroup Summation Level Select the group level at which to sum the reported data.

    The top of the report includes the Volume/Statistics section followed by some per-unit totals. You can view data for all RFGroups or select a single group from the Select RFGroup to view dropdown list.

    The middle of the report includes the income statement section with the capability to drill down to details for each RFGroup.

    The bottom of the report includes the Key Metrics section with detailed per-unit information and drillable labor utilization metrics.

See also