Report Name: Financial Performance Report (BWA) – 3 Year Comparison
Report Number: REP-5015-INT-S
Report Category: Pro
Report Type: Interactive
Why this report is useful:
This report offers a side-by-side comparison of financial performance over three years, based on BWA (Business Assessment), a structured format used in German accounting. It helps identify long-term trends and supports forecasting and strategic analysis.
Customer benefits:
• 3-year financial performance overview
• Highlights year-over-year trends and patterns
• Assists with strategic decision-making
• Export-ready for presentations or deeper analysis
• Based on recognized German accounting structures
• Drillthrough available – check details of any value directly
Who might be interested in this report:
• Financial controllers – for historical comparison
• Executives – for multi-year strategy and planning
• Accountants – for structured financial reporting
• Consultants – for business evaluation
What data does it contain?
Rows: Account schedules from the BWA including formulas and key revenue/cost categories
Columns:
• Row number
• Description (BWA line item)
• PPY (Prior-Prior Year) amount
• PY (Previous Year) amount
• AC (Actual Year) amount
• PPY YTD – year-to-date cumulative value two years ago
• PY YTD – year-to-date cumulative value last year
• YTD – current year-to-date value
Interactive features:
• Export to Excel
• Dynamic row and column sorting
• Drillthrough to transaction-level details
Available filters:
• Month
Term explanations:
• PPY (Prior-Prior Year): Same month two years ago
• PY (Previous Year): Same month last year
• AC (Actual): Selected month this year
• YTD (Year-to-Date): Sum of values from January to the selected month
• No deltas: This report shows raw values for each year; it does not display differences (deltas)