Report Cards are the ultimate in flexible reporting. One or many of the following things can appear on them:
- Financial data: Actual, forecasted or rolling actual and forecasted presentation of your data. You need a Forecast created for the last two.
- Aggregation: As we store all data in its most granular form, you can view it transactionally or cumulatively (profit and loss data would be transactional and balance sheet data would be cumulative by default).
- Non-financial data: You can import as much non-financial data as you need (on the Organisation’s page, hit the 'Settings' button for your Organisation, further information on how to import non-financial data can be found here).
- Formulas: this is where you get creative with what you want to analyse! Bear in mind that any Formula you build can be saved to your Formula Library and can involve financial and non-financial data. They can also reference data in the past and can be used seamlessly for actual and forecasted data!