Reporting & Analysis

Financial reports, variance analysis, statistical tools, and the management reporting pack

Module 3Module Walkthrough20 min

📖 Tell What's in Reporting Consolidated IS, BS, and CF reports plus variance analysis, two new statistical analysis tools, and a pre-built management reporting pack.

👁 Show Instructor Demo Facilitator tours the Reporting & Analysis category: IS report with suppression, BS validation, Currency Variance Analysis, and the Management Reporting Sample.

✅ Do Explore Reports Open the Income Statement Report. Enable suppression. Switch the analysis type from Amounts to Percent of Revenue. What changes?

Core Financial Reports

Report	Purpose
Income Statement Report	Ad hoc IS analysis at account level; suppression available; analysis type switcher
IS Variance Analysis	Compare IS data across any two versions; analyze variances
Balance Sheet Report	Detailed BS at account level; closing balance = last actual ± activity entered
BS Variance Analysis	Compare BS data between versions
BS & CF Validations	Is the balance sheet in balance? Cash flow reconciliation.
Indirect Cash Flow	System-calculated CF + manual fine-tuning adjustments
Currency Variance Analysis	Isolate FX rate impact between two time periods

Reporting & Analysis — report selector showing IS, BS, CF, and Variance report options — Report landing page — all available reports listed; select report type and set version/period context before opening

Reporting & Analysis — Income Statement Report with suppression enabled — IS Report — zero-suppression enabled hides empty rows; version switcher in top bar lets you toggle between AOP, forecast, and actuals

New in V2.0: Statistical Analysis

Product Sales Outlier Analysis

Statistical analysis of product-based revenue data
Parameters: number of standard deviations, basis (mean or trend line)
Highlights statistical outliers — useful for identifying unusual trends proactively

Product Correlation Analysis

Analyzes correlations between products across entities and geographies
Shows which products move together and which are independent

Management Reporting Sample

IS Variance Analysis — two-version comparison with absolute and percentage variance columns — IS Variance Analysis — select any two versions to compare; absolute and % variance calculated automatically; sort by largest variance to prioritize review

Statistical Analysis page — trend lines and regression analysis for revenue forecasting — Statistical Analysis — built-in trend and regression tools for forward-looking revenue analysis; feeds directly into the forecast model

Pre-built board-pack: cover page, P&L, Balance Sheet, Cash Flow statement
Dynamic commentary — tagged to data, updates automatically as plan data changes
Entity and currency selectors at top right
Customers expected to customize for their own board pack format

Report Scaling and Display

Most reports scaled to thousands
Use Suppress to hide zero/unused accounts
Switch between: Amounts · Year-over-year change · Percentage · Percent of revenue

ℹ Finance Analyst / CoPlanner

Finance Analyst is embedded in IFP v2.0 for natural language data queries (e.g., 'What drove the variance in OpEx this quarter?'). Pending full GA availability — check with your Anaplan account team for current status.

← Previous Next →