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You can view income statements, balance sheets, and
ratios for up to three statement periods at one time.
To compare income statements, balance sheets, and ratios from multiple
statements:
Select the
customer. How? Select the
Financial Analysis tab.
The Financials screen appears. Select the
check boxes for up to three statements you want to compare. Click Comparison
View.
The Financial Comparison screen appears. To hide and
show columns:
Select
the check boxes in the first row for the columns, and click Hide. You
can select the Suffix, %, % Variance, or Portfolio Columns.
The selected columns no longer appear on the screen. To show
the columns again, click Show All.
From the Financial Comparison screen, you can also:
Notes:
The % Variance
column indicates the percentage of change from the previous statement
for each line item. % Variance 1 gives the change between the first and
second statements; % Variance 2 gives the percentage of change between
the second and third statements. The Global
Comparison View button enables subscribers who use custom financial formats
to view those formats in the US Long format. To convert
the values to a different currency, select the currency in the Currency
field and click Calculate. To convert
the values to a different currency unit, (for example, thousands of dollars
instead of actual dollars), select the unit in the Unit field and click
Calculate. To convert
the values using a different conversion date, select the date from the
Conversion Date pop-up calendar, and click Calculate.
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