Overview of Voyage P&L Concepts
To learn more about snapshot types, columns in the P&L grid, or snapshot and period comparisons, see the VIP - P&L - Voyage article.
Storing Voyage P&L snapshots
Current P&L snapshots are stored when you do one of the following:
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There can only be a single instance of a current PNL snapshot Voyage PNL snapshot in the database. The current PNL snapshot is identified as Current in the Snapshot Type field. |
Create a Voyage P&L report
There are several ways to report on voyage P&L in Report Designer. You can do one of the following:
Create a standard P&L report
To create a standard P&L report, you can use the Voyage P&L datasets in the Report Designer.
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Voyage Pnl Detail
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Voyage Pnl Drilldown
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Create a report using the Voyage PNL Summary dataset (one-to-many join from the Voyage table).
This report shows you Actual, Posted, and Estimated values in one with full-line descriptions. This will show the same data you see in the Voyage Manager’s P&L grid with Operations or Accounts views selected.
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Voyage Pnl Detail
Voyage Pnl Drilldown
Proration in P&L
The P&L can be prorated, which means calculations will be divided in a proportional way based on the ranges you set.
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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. You can set those calculation options fields as filters - with True/False values - if you want to apply them runtime in your report.
Legacy P&L Summary report
We recommend using Report Designer for all your PNL reporting. We do not recommend using the legacy Voyage P&L Summary report in Operations as it requires more manual inputs and provides very limited reporting capabilities. Avoid using the HTML mode for PNL reporting.
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