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Generating a Financial Profile Report

Overview

When you generate a Financial Profile Report, eCredit exports financial statements plus portfolio data, if available, to Excel. The export uses a predefined template provided by eCredit. When you export financial statements and select a portfolio, the following are exported:

  • The financial statement you select and the two prior financial statements, including Income Statement, Balance Sheet, suffix and % columns

  • Ratios and Cash Flow Statements

  • The portfolio’s averages for the quarter selected

  • The portfolio’s percentile distribution for the quarter selected

  • Expert Comments Expert Comments provide commentary and graphs that describe a customer's performance in comparison to industry or peer group standards established by the data in a Financial Benchmark or Standard portfolio. To generate the Expert Comments, nFusion compares the financial statement data that you enter for a customer to the portfolio data.

You can create a Financial Profile Report from the Financials screen, or from the Financial Comparison screen. From the Financial Comparison screen, you can generate the report in any currency that you maintain.

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