Income Statement by Month (Power BI report)

APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).

The Income Statement by Month report provides a detailed, month-to-month view of net changes across all income statement accounts, organized in a hierarchy for intuitive navigation. You can explore specific details by drilling down to the Income Statement Drill-Through report, which provides access to the underlying ledger entries.

This report is for senior management and finance administrators, offering a profit and loss overview that supports financial analysis, performance tracking, and informed decision-making.

Use the report

CFOs use the report to analyze monthly profitability trends for the fiscal year. For example, you might review the month-to-month changes in both operating expenses and revenue to identify drivers in overall profitability.

Finance administrators use the report to manage and review the operating expenses by a Department dimension. For example, if you spot an unexpected rise in costs, you could filter the report by department to identify the department responsible for the increased expenditure. This information can help you investigate and realign the department budget, if needed.

Try the report

Try the report here: Income Statement by Month

See also

Track your business KPIs with Power BI metrics
Power BI finance app
Ad hoc analysis on finance data
Built-in core finance reports
Built-in fixed assets reports
Built-in accounts receivable reports
Built-in accounts payable reports
Financial analytics overview
Finance overview