About Profitability Reporting

In earlier versions of FinancialForce Accounting you could run profit and loss reports for standard Salesforce objects such as Product and Account. You can now also run profit and loss reports for custom objects or entities including FinancialForce Accounting objects, objects in other FinancialForce applications such as PSA, and objects in third party applications.

This is made possible using custom sub-analysis fields which are populated during document creation. Once a document is posted, the sub-analysis values are mapped across to the resulting transaction, and from there the data is available for profitability reporting.

For details of how sub-analysis mapping works see Managing Sub-Analysis Mappings. To set up your sub-analysis mappings see Setting up Sub-Analysis Mappings.

You can build your own profitability reports using the Salesforce Reports feature. Alternatively, if the Expansion Pack is installed on your organization you will have access to the standard FinancialForce reports which include profitability reports. Contact your administrator if you are not sure if the Expansion Pack is installed.

Related Concepts

Managing Sub-Analysis Mappings

Related Tasks

Using the Profitability Reporting Widget

Using the Profitability Reporting Widget with Custom Objects

Setting up Sub-Analysis Mappings

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