Balance trend statement

You access this report by clicking the heading of the Assets, Assets and Liabilities, or Liabilities panes of the Finance Dashboard, and clicking the Trend tab in the Balance comparison statement.

See Balance comparison statement.

This report displays, under separate headings, the Asset items of the selected taxonomy and the Liability items. The statement compares the Actual to date figures for the twelve previous periods. By default, these are the two months compared in the Finance dashboard and the ten months prior to them.

A sparkline represents the trend over the selected periods.

Total assets and liabilities in the compared periods are displayed.

Analysis dimensions are used both to filter the list of codes displayed and to analyze individual codes in that list. For example, if you have analysis dimensions that represent business units or cost centers, you might display only codes which relate to a particular business unit or cost center and then analyze individual codes by business unit, or by cost center.

If you click an account, you are prompted to select the dimension by which to analyze it. Either the Analysis Dimensions Comparison report or the Analysis Dimensions Trend report is displayed, depending on whether you are in one of the Finance comparison reports, or one of the Finance trend reports.

To filter the list of codes, click Select analysis dimensions and select up to ten dimensions. By default, the default element of each dimension is selected. Typically, the default element is the "All" element. To filter the list of codes as required, select elements from each dimension.

In the Time Settings dialog you can change the periods and versions (Actuals or Budgets) which are compared. To display the Time Settings dialog click Edit time settings in the table heading.

See Time Settings.

In the Edit Settings dialog, you can select a different Company, Currency Type, Taxonomy, Expense Method, and Currency Scaling. English is currently the only language supported.

See Edit Settings.

To display the Edit Settings dialog, click Edit settings in the report heading.

Linked report: Balance comparison statement.

Click the Comparison tab.