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To create a standard P&L report, you can use the Voyage P&L datasets in the Report Designer.
To access Analytics, in the top navigation, click Analytics. The Reports workspace appears.
Select Voyage as the starting table from the report list. Filter to one voyage to start. You can expand the report to include more voyages as needed.
Join the Voyage Pnl dataset to it.
Select the snapshot date, snapshot type, data type (A for Actual, E for Estimated, or P for Posted if needed), the comparison basis to Actual values, the variances to include, and any additional information.
To get more granular data for the voyage P&L report, you can optionally join the following tables to the initial Voyage table:
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You can set the following parameters to make this data more useful:
Set the Is Accounts Mode filterto True to enable the aggregation of the data by ledger code. This will emulate the Accounts view in the P&L grid. The dataset will produce Operations view results by default.
Set the Force Calculation filter to True to allow force-recalculation of the report numbers to give you the most up-to-date P&L numbers for the voyage. Otherwise, the report will use either the current Voyage P&L snapshot or any snapshot uniquely identified by Snapshot Type and Snapshot Date filters. If there are multiple P&L snapshots of the same type on the same date, VIP will use the most current snapshot for that date.
Set the Include Details filter to True to see line items under each account group; otherwise, VIP will display only the account groups.
Set the Is Monthly filter to True to get data for each snapshot by the month
Use the Period Range Gmt parameter to specify a period during which Pnl values should be pro-rated. Use the Portion % column to see what portion of the voyage falls into the specified date range.
To get more granular data for the voyage P&L report, you can optionally join the following tables to the initial Voyage table:
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VIP will use all related configs when pro-rating values (non-accrual snapshots - CFGDefaultPnlCalcApplyTcHire, CFGDefaultPnlCalcAdjustForOffHire, CFGDefaultPnlCalcApplyOffHire etc). The flags that PNL snapshot was taken with (except the accruals configuration flag) are not stored with a snapshot.
You can also use one of the calculation options fields in the Voyage Pnl table itself (e.g. "(Calc Option) Apply Off Hire/Waiting to Period", "(Calc Option) Apply TC Expenses to Period" etc.) - along with the PeriodRangeGmt parameter - if you want to apply them runtime in your report.
Legacy P&L Summary report
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