Report on Financial Ratios
This activity allows you to View the financial Ratios for analyzing the performance of the company. The same can be viewed for comparison date also.
Select the “Report on Financial Ratios” link under the “Reports – Book Keeping” business component.
The “Report on Financial Ratios” page appears.
- Clicking this icon available near certain fields takes you to the help page of the respective field.
Enter the following fields in the “Print Criteria” group box:
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Report Basis |
Use the drop down list box to select the basis on which the report is to be generated. The combo is loaded with "Finance Book Based" and "Structure Based". If the login company is a parent company the combo will also be loaded with "Segment Based". |
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Reporting Structure |
The Reporting structure ID created in FB Consolidation Component to extract the report based on the structure ID created. Help Facility Available |
Note: The Reporting Structure Control would be visible only when the report Basis is selected as “Structure Based”.
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Segment |
The Segment ID based on which the report needs to be extracted. Help Facility Available |
Note: The Segment Control would be visible only when the report Basis is selected as “Segment Based”
Note: Report can be launched for a segment only if the Login Company is a Parent Company and Report basis is Segment Based.
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Book Type |
Use the drop-down list box to select the type of finance book for which you want to view the Financial Ratios. All the types of finance books that have been deployed in the login organization unit will be available for selection in the alphabetical order. You can select from “Consolidation Finance Book”, “Main Finance Book” or “Posting Finance Book”. |
Note: Consolidation Finance Book would be available only if the login company is parent company
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Business Unit |
Use the drop-down list box to select the business unit for which you want to view the Financial Ratios. All the business units of the login organization units company will be available for selection in the ascending order. |
Note: The system loads this field with blank, when book type selected is “Main FB”, “Consolidation FB” or the report basis is Structure Based / Segment Based
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Finance Book |
Use the drop-down list box to select the finance book for which you want to view the Financial Ratios. All the finance books for the selected business unit and book type and to which “Report – Book keeping” is mapped will be available for selection. |
Note: The system loads this field with blank, when the report basis is Structure Based / Segment Based
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Financial Year |
Use the drop down list to select the Financial year for which you want to view the Financial Ratios. All the Financial years mapped to the Login Company upto the year in which the System date falls will be available for selection. The system displays the Year in which the system date falls by default on launch of the page. |
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Financial Period From |
Use the drop down list to select the Financial period from which you want to view the Financial Ratios. All the Financial Periods available for the selected Financial Year will be available for selection. The system displays the first period of the defaulted financial year by default on launch of the page. |
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To |
Use the drop down list to select the Financial period upto which you want to view the Financial Ratios All the Financial Periods equal to or greater than the selected Financial Period From for the selected Financial Year will be available for selection. The system displays the period in which the system date falls by default on launch of the page. |
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Comparison Year |
Use the drop down list to select the comparison year for which you want to view the Financial Ratios. All the Financial years mapped to the Login Company upto the year selected in Financial Year Combo will be available for selection. The system displays "Blank" by default on launch of the page. |
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Comparison Period From |
Use the drop down list to select the comparison period from which you want to view the Financial Ratios. All the Financial Periods available for the selected Comparison Year will be available for selection. The system displays "Blank" by default on launch of the page. |
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To |
Use the drop down list to select the comparison period upto which you want to view the Financial Ratios. All the Financial Periods equal to or greater than the selected Comparison period From for the selected Comparison Year will be available for selection. The system displays "Blank" by default on launch of the page. |
Click the “Print Ratios” pushbutton to view /print the ratios.