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Key Financial Ratios

This page describes the 'Key Financial Ratios' Export function in the Nominal Ledger.

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Key Financial Ratios are various calculated values that you can use to evaluate your company's performance and to acquire a view about how the company is running. Key Ratios are fully user-definable and are calculated using formulae, working with Account balances and various constants. Common example Key Ratios are Turnover and Gross Profit.

The 'Key Financial Ratios' Export function will export values calculated using the Key Financial Ratios that you have defined using the Report Settings setting in the Nominal Ledger. It will not export values for any column definitions that you may have added to the report definition, but when running the Export function you will have the option to export separate values for each calendar month in the report period.

To run the 'Key Financial Ratios' Export function, ensure you are in the Nominal Ledger and click the [Routines] button in the Navigation Centre. Click the [Exports] button and double-click 'Key Financial Ratios'. The 'Specify Key Ratio Export' window will be opened.

Period

Paste Special    Reporting Periods setting, System module

Enter the period for the Key Ratios you want to export. The first period in the Reporting Periods setting will be offered as a default.

Tag/Object

Paste Special    Tag/Object register, Nominal Ledger/System module

Enter a Tag/Object here if you want the Key Ratio figures in the report to be calculated from Transaction rows with a particular Tag/Object. If you enter a number of Tags/Objects separated by commas, only those Transaction rows featuring all the Tags/Objects listed will be included in the calculations.

Including Simulations

Click this check the box if you want the export to include simulated transactions. Simulation rows in which the Status is "Invalid" and "Transferred" will not be included.

One Column per Month

Select this option if you would like the Key Ratios to be calculated separately for each month in the selected period. The export file will contain separate columns for each month that is included in the period. If you do not select this option, Key Ratios will be calculated for the full period and will be listed in a single column in the export file.

Click [Run] to proceed with the export. A dialogue box will open, where you can name the file and specify where it is to be saved. Enter a name for the file. Click [Save] or press the Enter button. A message window will inform you about the progress of the export.

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Export functions in the Nominal Ledger and Integration modules:

• Introduction
  

• Accumulated Monthly P/L Report
  

• Consolidation
  

• Key Financial Ratios
  

• Monthly Balances
  

• SIE (Swedish Standard Import/Export)
  

• Tag/Object Balances
  

• Transactions
  

• Trial Balance
  

• XBRL Report

Go back to:

• Home page for Nominal Ledger manual
  

• Home page for Standard ERP manual

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