The Financial Summary Report is an automatically-generated report that can display past or forecasted financial data from your Finmark account. The Summary Report contains six sections: Cover Page, Disclaimer, Executive Summary, Profit & Loss, Balance Sheet, and Cash flow Statement.
You can customize the report's date range, section titles, and sections included in report exports. You can also add charts and text to the report.
Note: The Financial Summary Report can only show a maximum of 12 data columns.
In the Finmark Navigation Menu, click the Reports link.
Click the Summary Report button.
To edit the title of a section, click the Edit icon next to the section title.
Enter edits in the Title field.
Click the Save icon.
Select the date range for the report. You can select your own date range or one of six prefilled date ranges.
To select your own date range, click the View button.
Select if you want to view monthly, quarterly, or annual date ranges. Depending on your selection, each month, quarter, or year displays as a data column in the report. The report only displays a maximum of 12 data columns.
Select the starting month and year for the date range.
Select the ending month and year for the date range. If you select a date that includes a partial year or quarter, green lines display to indicate options that will produce a complete year or quarter range.
Click the Apply button.
To select a prefilled date range, clicking the Past/Future icon.
Select the last three months, last six months, last twelve months, next three months, next six months, or next twelve months. Any selections made in the Past/Future menu overwrite selections in the View menu.
5. You can add text in the Disclaimer or Executive Summary sections.
Click the Edit Text link.
Enter any text you want to include in the section.
Click the Confirm Edit link.
6. You can add charts in the Profit & Loss, Balance Sheet, and Cash flow Statement sections.
Click the Add Charts icon.
Click the checkbox for any default or custom charts in your account.
Click the Save button.
7. Any added charts display above the data columns for that section. To remove a chart, hover over the chart and click the Remove chart icon.
8. In the section sidebar, click the checkboxes next to the sections you want to include in the report.
9. To save your report, click the Save button.
10. To export your report as a PDF, click the Export as PDF button.
