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Key Financial Ratios

Key Financial Ratios are different calculated values, used to evaluate the company and to give a simple indication to how the company is running. Financial Ratios are calculated using formulae, working with Account balances and various constants. Common Ratios are Turnover and Gross Profit.

Key Financial Ratios are user-defined: no samples are supplied with FirstOffice. You can define them using the Report Settings setting in the Nominal Ledger. Please refer to the page covering the Key Financial Ratios report for full details.

You can export the Key Financial Ratios either for the whole year or for a certain period.

Open the 'Exports' list window and double-click 'Key Financial Ratios'. The 'Specify Key Ratio Export' window is opened.

Period
Paste Special    Reporting Periods setting, System module
Enter the period for the Key Ratios you want to export. FirstOffice will suggest the first period in the Reporting Periods setting.

One Column per Month
Use this option if you would like each month in the selected period to have its own column of data in the file.

Values of Key Ratio 3-5
This field is designed to meet a specific requirement of users in Finland. Please contact your local FirstOffice representative for full details.
Click [Run] to proceed with the export, (or cancel using the close box). FirstOffice will open a dialogue box to let you name the file and select where it is to be saved.

Enter a name for the file. Click [Save] or press the Enter button.

A message window informs you about the progress of the export. The process can be interrupted at any time by pressing Esc (Windows) or ⌘-Full Stop (Macintosh).