Selecting Key Financial Ratios

Procedure

Note:  If your implementation includes more than one financial format, you must select the ratios for each format to include them in the template. The Customer Snapshot will show the data if it is available for the customer.

To select the key financial ratios:

1. Access the template. How?

2. Click the edit icon in the Key Financial Ratios section.
   The Select Key Financial Ratios pop-up screen appears.

3. Select the option button for one of the following:

• Annual to use the latest two annual statements

• Interim to use the latest two interim statements

• Any to use the latest two available statements whether the statements are annual or interim.

4. Select the Financial Format for which you want to select ratios for the Snapshot.
   The Available Columns section shows the line items for the selection you make.

5. Select up to 25 ratios you want to appear in the Snapshot, and click the right-pointing arrow.
   Your selections appear in the Selected Columns section, and will appear in the Snapshot for the customers for whom you are storing that data.

Note: Use the up and down-pointing arrows to determine the order in which the line items appear.

6. Click Save.

7. To select ratios from a different financial statement, repeat steps 4 to 6.