How to use the Financial Report

The Financial report is a PDF-ready booklet that contains a summary of your company's financial performance and position. It includes several key elements such as Management Notes, Profit & Loss, Balance Sheet, Cashflow Statement, and Key Performance Indicators (KPIs).

The Financial Report is an important report for a company's board of directors, stakeholders, and investors to understand the financial performance of the company and make informed decisions. You can run this report either for one selected company or consolidated.

Below is a step-by-step guide on how to use the Finanancial Report.

1. How to Start

You will find the Financial Report in Essentials -> Report.

Click on the field behind the Run button, and select the year and company from the dropdown menus. If you want a consolidated report, just leave the company selection blank.

Click on the Run button to retrieve the latest version of your budget.

2. How to use the contents

The Notes sheet in the Financial Report provides additional information and explanations about the financial results presented in the report. You can add and save your own notes to the document. For example, accounting policies, significant transactions, and any other relevant information to understand the financial results.

The Profit & Loss sheet, also known as an income statement, shows a company's financial performance over a specific period. It includes information on the company's revenue, cost of goods sold, gross profit, operating expenses, and net profit or loss. This sheet helps to understand the company's overall financial performance.

The Balance Sheet tab shows the financial position of your company at a specific point in time. It shows your assets, liabilities, and equity. This tab is important for understanding the overall financial health of your company.

The Cashflow Statement tab shows the inflow and outflow of cash for a specific period. It shows your cash from operating activities, investing activities, and financing activities. This tab is important for understanding the overall cash flow of your company.

Finally, the KPIs (Key Performance Indicators) tab shows important metrics that can help you understand the performance of your company. Examples of KPI's include gross margin, return on investment, and customer satisfaction. This tab is important for understanding how your company is performing in key areas.

3. How to add notes

On the Notes page, you can further explain your financial statement by dividing it into headings and paragraphs. If you enter comments, click the Save button to save these for later use.

4. How to print or create a PDF

If you want to present to the board or other stakeholders, you can export the report to PDF or print it. To do this, simply click on the page you want to view and use the Actions button (top right) to export or print the report as needed. If you choose File, select PDF as the format.

For the best view, select the Portrait option. With the option Include all sheets, you can export/print all pages. If you leave this unchecked, only the current sheet will be printed.

If you want to print the report as a concept, select the Print as concept option. This will add a watermark to your printout.

And that's it! You have successfully created and exported/printed your Financial Report. The Financial Report is a powerful tool that can help you present the financial performance and health of your company.

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