You can use the Executive Summary page to enter commentary and recommendations to Spotlight Reports and include text tags and auto-text options which calculate values automatically based on the imported data.
The text tags and auto-text options are designed to update dynamically based on the values in Spotlight. You can select from one of our pre-set tags, or create your own usng the 'Custom' option.
Each section has its own text tags and auto-text options available. Some sections are designed to be freeform text areas and do not include text tags or auto text.
Text tag and auto-text formulas are fixed and cannot be adjusted.
Auto Text and tags options from within any topic section can be selected to mix and match with different auto-text options and tags from the available Auto Text and tags drop down list.
Custom
The Custom option contains any formulae you've previously added to the Formula Gallery. You can also set up new custom tags - for further information, please see our Custom Tags article.
Assets
Tags
This Month - Displays the value for accounts with the ASS report code based on the report date.
Last Month - Displays the value for accounts with the ASS report code using report date -1 month.
This Month Last Year - Displays the value for accounts with the ASS report code using report date -12 months.
Monthly Average - Displays the monthly average value for accounts with the ASS report code using report date -12 months.
Last Quarter - Displays the value for accounts with the ASS report code using report date -3 months.
This Quarter Last Year - Displays the value for accounts with the ASS report code using report date -12 months.
Auto Text
This Month v Last Month (actuals)
The Assets for Month of Report was $Assets - TM, compared to $Assets - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Assets for Month of Report was $Assets - TM, compared to $Assets - TMLY for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Assets for Month of Report were $Assets - TM, compared to the monthly average of $Assets - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Quarter (actuals)
The Assets for Month of Report were $Assets - TM, compared to $Assets - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Quarter Last Year (actuals)
The Assets for Month of Report were $Assets - TM, compared to $Assets - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Bank
Tags
This Month - Displays the value for accounts with the ASS.CUR.BAN report code based on the report date.
Last Month - Displays the value for accounts with the ASS.CUR.BAN report code using report date -1 month.
This Month Last Year - Displays the value for accounts with the ASS.CUR.BAN report code using report date -12 months.
Monthly Average - Displays the monthly average value for accounts with the ASS.CUR.BAN report code using report date -12 months.
Last Quarter - Displays the value for accounts with the ASS.CUR.BAN report code using report date -3 months.
This Quarter Last Year - Displays the value for accounts with the ASS.CUR.BAN report code using report date -12 months.
Auto Text
This Month v Last Month (actuals)
The Bank for Month of Report was $Bank - TM, compared to $Bank - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Bank for Month of Report was $Bank - TM, compared to $Bank - TMLY for the same period last year. This represents Increase or Decrease of $VarianceAmount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Bank for Month of Report was $Bank - TM, compared to the monthly average of $Bank - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Quarter (actuals)
The Bank balance for Month of Report was $Bank - TM, compared to $Bank - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Quarter Last Year (actuals)
The Bank balance for Month of Report was $Bank - TM, compared to $Bank - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Cost of Sales
Tags
This Month - Displays the value for accounts with the EXP.COS report code based on the report date.
This Month (Budget) - Displays the original budget value for accounts with the EXP.COS report code based on the report date.
Last Month - Displays the value for accounts with the EXP.COS report code using report date -1 month.
This Month Last Year - Displays the value for accounts with the EXP.COS report code using report date -12 months.
Monthly Average - Displays the monthly average value for accounts with the EXP.COS report code using report date -12 months.
This Quarter - Displays the value for accounts with the EXP.COS report code based on the report date.
This Quarter (Budget) - Displays the original budget value for accounts with the EXP.COS report code based on the report date.
Last Quarter - Displays the value for accounts with the EXP.COS report code using report date -3 months.
This Quarter Last Year - Displays the value for accounts with the EXP.COS report code using report date -12 months.
Year To Date - Displays the value for accounts with the EXP.COS report code based on this year to date.
Year To Date (Budget) - Displays the original budget value for accounts with the EXP.COS report code based on the year to date.
Last Year To Date - Displays the value for accounts with the EXP.COS report code based on last year to date.
Projection - Displays the value for accounts with the EXP.COS for this Financial Year (12 months).
Full Year (budget) - Displays the original budget value for accounts with the EXP.COS report code based on the this Financial Year.
Auto Text
This Month v This Month (budget)
The Cost of Sales for Month of Report was $Cost of Sales - TM, compared to $Cost of Sales - BTM in the Budget. This represents a variance of $Variance Amount, or Variance Percentage%.
This Month v Last Month (actuals)
The Cost of Sales for Month of Report was $Cost of Sales - TM, compared to $Cost of Sales - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Cost of Sales for Month of Report was $Cost of Sales - TM, compared to $Cost of Sales - TMLY for the same period last year. This represents Increase or Decrease of $VarianceAmount, or Variance Percentage%.
This Month v Monthly Average
The Cost of Sales for Month of Report were $Cost of Sales - TM, compared to the monthly average of $Cost of Sales - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter (Budget)
The Cost of Sales for the quarter ending Report Quarter was $Cost of Sales - TQ, compared to $Cost of Sales - BTQ in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v Last Quarter (actuals)
The Cost of Sales for the quarter ending Report Quarter was $Cost of Sales - TQ, compared to $Cost of Sales - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter Last Year
The Cost of Sales for the quarter ending Report Quarter was $Cost of Sales - TQ, compared to $Cost of Sales - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Year to Date (Budget)
The Cost of Sales for the year to date is $Cost of Sales - TYTD, compared to $Cost of Sales - BTYTD in the Budget. This represents a variance of $Variance Amount, or Variance Percentage%.
Year To Date v Last Year To Date
The Cost of Sales for the year to date is $Cost of Sales - TYTD, compared to $Cost of Sales - LYTD for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Full Year (Budget)
The Cost of Sales for the year to date are $Cost of Sales - TYTD, compared to the full year Budget of $Cost of Sales - BTFY. The Budget Remaining or Exceeded $Variance Amount, or Variance Percentage%.
Projection v Full Year (Budget)
Projected Cost of Sales based on year to date actuals plus budget is $Cost of Sales - TFY, compared to the full year budget of $Cost of Sales - BTFY. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Date
Tags
Report Date - Displays the current month according to the report date.
Report Quarter - Displays the current quarter according to the report date.
EBIT
Tags
This Month - Displays the value for accounts using the report code formula for EBIT based on the report date.
This month (budget) - Displays the original budget value for accounts using the report code formula for EBIT based on the report date.
Last Month - Displays the value for accounts using the report code formula for EBIT based on the report date -1 month.
This Month Last Year - Displays the value for accounts using the report code formula for EBIT based on the report date -12 months.
Monthly Average - Displays the monthly average value for accounts using the report code formula for EBIT based on the report date -12 months.
This Quarter - Displays the value for accounts using the report code formula for EBIT based on the report date.
This Quarter (budget) - Displays the original budget value for accounts using the report code formula for EBIT based on the report date.
Last Quarter - Displays the value for accounts using the report code formula for EBIT based on the report date -3 months.
This Quarter Last Year - Displays the value for accounts using the report code formula for EBIT based on the report date -12 months.
Year To Date - Displays the value for accounts using the report code formula for EBIT based on this year to date.
Year To Date (budget) - Displays the original budget value for accounts using the report code formula for EBIT based on the year to date.
Last year to date - Displays the value for accounts using the report code formula for EBIT based on last year to date.
Projection - Displays the value for accounts using the report code formula for EBIT based on this financial year (12 months).
Full Year (budget) - Displays the original budget value for accounts using the report code formula for EBIT based on this financial year.
The EBIT for Month of Report was $EBIT - TM, compared to $EBIT - BTM in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Month (actuals)
The EBIT for Month of Report was $EBIT - TM, compared to $EBIT - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The EBIT for Month of Report was $EBIT - TM, compared to $EBIT - TMLY for the same period last year. This represents Increase or Decrease of $VarianceAmount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The EBIT for Month of Report was $EBIT - TM, compared to the monthly average of $EBIT - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter (Budget)
The EBIT for the quarter ending Report Quarter was $EBIT - TQ, compared to $EBIT - BTQ in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%
This Quarter v Last Quarter (actuals)
The EBIT for the quarter ending Report Quarter was $EBIT - TQ, compared to $EBIT - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter Last Year (actuals)
The EBIT for the quarter ending Report Quarter was $EBIT - TQ, compared to $EBIT - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Year To Date (Budget)
The EBIT for the year to date is $EBIT - TYTD, compared to $EBIT - BTYTD in the Budget. This represents a variance of $Variance Amount, or Variance Percentage%.
Year To Date v Last Year To Date (actuals)
The EBIT for the year to date is $EBIT - TYTD, compared to $EBIT - LYTD for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Full Year (Budget)
The EBIT for the year to date is $EBIT - TYTD, compared to the full year Budget of $EBIT - BTFY. The Budget Remaining or Exceeded $Variance Amount, or Variance Percentage%.
Projection v Full Year (Budget)
Projected EBIT based on year to date actuals plus budget is $EBIT - TFY, compared to the full year budget of $EBIT - BTFY. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
EBITDA
Tags
This Month - Displays the value for accounts using the report code formula for EBITDA based on the report date.
This Month (budget) - Displays the original budget value for accounts using the report code formula for EBITDA based on the report date.
Last Month - Displays the value for accounts using the report code formula for EBITDA based on the report date -1 month.
This Month Last Year - Displays the value for accounts using the report code formula for EBITDA based on the report date -12 months.
MonthlyAverage - Displays the monthly average value for accounts using the report code formula for EBITDA based on the report date -12 months.
This Quarter - Displays the value for accounts using the report code formula for EBITDA based on the report date.
This Quarter (budget) - Displays the original budget value for accounts using the report code formula for EBITDA based on the report date.
Last Quarter - Displays the value for accounts using the report code formula for EBITDA based on the report date -3 months.
This Quarter Last Year - Displays the value for accounts using the report code formula for EBITDA based on the report date -12 months.
Year To Date - Displays the value for accounts using the report code formula for EBITDA based on this year to date.
Year To Date (budget) - Displays the original budget value for accounts using the report code formula for EBITDA based on the year to date.
Last Year To Date - Displays the value for accounts using the report code formula for EBITDA based on last year to date.
Projection - Displays the value for accounts using the report code formula for EBITDA based on the financial year (12 months)
Full Year (budget) - Displays the original budget value for accounts using the report code formula for EBITDA based on the financial year.
The EBITDA for Month of Report was $EBITDA - TM, compared to $EBITDA - BTM in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Month (actuals)
The EBITDA for Month of Report was $EBITDA - TM, compared to $EBITDA - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The EBITDA for Month of Report was $EBITDA - TM, compared to $EBITDA - TMLY for the same period last year. This represents Increase or Decrease of $VarianceAmount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The EBITDA for Month of Report was $EBITDA - TM, compared to the monthly average of $EBITDA - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter (Budget)
The EBITDA for the quarter ending Report Quarter was $EBITDA - TQ, compared to $EBITDA - BTQ in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v Last Quarter
The EBITDA for the quarter ending Report Quarter was $EBITDA - TQ, compared to $EBITDA - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter Last Year
The EBITDA for the quarter ending Report Quarter was $EBITDA - TQ, compared to $EBITDA - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Year To Date (Budget)
The EBITDA for the year to date is $EBITDA - TYTD, compared to $EBITDA - BTYTD in the Budget. This represents a variance of $Variance Amount, or Variance Percentage%.
This Year To Date v Last Year To Date
The EBITDA for the year to date is $EBITDA - TYTD, compared to $EBITDA - LYTD for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Full Year (Budget)
The EBITDA for the year to date is $EBITDA - TYTD, compared to the full year Budget of $EBITDA - BTFY. The Budget Remaining or Exceeded $Variance Amount, or Variance Percentage%.
Projection v Full Year (Budget)
Projected EBITDA based on year to date actuals plus budget is $EBITDA - TFY, compared to the full year budget of $EBITDA - BTFY. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Equity
Tags
This Month - Displays the value for accounts with the report code formula ASS - LIA based on the report date.
Last Month - Displays the value for accounts with the report code formula ASS - LIA using report date -1 month.
This Month Last Year - Displays the value for accounts with the report code formula ASS - LIA using report date -12 months.
Monthly Average - Displays the monthly average value for accounts using the report code formula ASS - LIA based on the report date -12 months.
Last Quarter - Displays the value for accounts with the report code formula ASS - LIA using report date -3 months.
This Quarter Last Year - Displays the value for accounts with the report code formula ASS - LIA using report date -12 months.
Auto Text
This Month v Last Month (actuals)
The Equity for Month of Report was $Equity - TM, compared to $Equity - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Equity for Month of Report was $Equity - TM, compared to $Equity - TMLY for the same period last year. This represents Increase or Decrease of $VarianceAmount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Equity for Month of Report was $Equity - TM, compared to the monthly average of $Equity - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Quarter (actuals)
The Equity for Month of Report was $Equity - TM, compared to $Equity - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Quarter Last Year (actuals)
The Equity for Month of Report was $Equity - TM, compared to $Equity - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Gross Profit
Tags
This Month - Displays the value for accounts using the report code formula REV.TRA - EXP.COS based on the report date.
This Month (budget) - Displays the original budget value for accounts using the formula REV.TRA - EXP.COS based on the report date.
Last Month - Displays the value for accounts using the formula REV.TRA - EXP.COS using report date -1 month.
This Month Last Year - Displays the value for accounts using formula REV.TRA - EXP.COS using report date -12 months.
Monthly Average - Displays the monthly average value for accounts using the formula REV.TRA - EXP.COS using report date -12 months.
This Quarter - Displays the value for accounts using the report code formula REV.TRA - EXP.COS based on the report date.
This Quarter (budget) - Displays the original budget value for accounts using the formula REV.TRA - EXP.COS based on the report date.
Last Quarter - Displays the value for accounts using the formula REV.TRA - EXP.COS using report date -3 months.
This Quarter Last Year - Displays the value for accounts using formula REV.TRA - EXP.COS using report date -12 months.
Year To Date - Displays the value for accounts using the formula REV.TRA - EXP.COS based on this year to date.
Year To Date (budget) - Displays the original budget value for accounts using the formula REV.TRA - EXP.COS based on the year to date.
Last Year To Date - Displays the value for accounts using the formula REV.TRA - EXP.COS based on last year to date.
Projection - Displays the value for accounts using the formula REV.TRA - EXP.COS based on this financial year (12 months).
Full Year (budget) - Displays the original budget value for accounts using the formula REV.TRA - EXP.COS based on the financial year.
Auto Text
This Month v This Month (budget)
The Gross Profit for Month of Report was $Gross Profit - TM, compared to $Gross Profit - BTM in the Budget. This represents a variance of $Variance Amount, or Variance Percentage%.
This Month v Last Month (actuals)
The Gross Profit for Month of Report was $Gross Profit - TM, compared to $Gross Profit - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Gross Profit for Month of Report was $Gross Profit - TM, compared to $Gross Profit - TMLY for the same period last year. This represents Increase or Decrease of $VarianceAmount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Gross Profit for Month of Report was $Gross Profit - TM, compared to the monthly average of $Gross Profit - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter (budget)
The Gross Profit for the quarter ending Report Quarter was $Gross Profit - TQ, compared to $Gross Profit - BTQ in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v Last Quarter (actuals)
The Gross Profit for the quarter ending Report Quarter was $Gross Profit - TQ, compared to $Gross Profit - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter Last Year (actuals)
The Gross Profit for the quarter ending Report Quarter was $Gross Profit - TQ, compared to $Gross Profit - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Year To Date (budget)
The Gross Profit for the year to date is $Gross Profit - TYTD, compared to $Gross Profit - BTYTD in the Budget. This represents a variance of $Variance Amount, or Variance Percentage%.
Year To Date v Last Year To Date (actuals)
The Gross Profit for the year to date is $Gross Profit - TYTD, compared to $Gross Profit - LYTD for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Full Year (budget)
The Gross Profit for the year to date is $Gross Profit - TYTD, compared to the full year Budget of $Gross Profit - BTFY. The Budget Remaining or Exceeded $Variance Amount, or Variance Percentage%.
Projection v Full Year (budget)
Projected Gross Profit based on year to date actuals plus budget is $Gross Profit - TFY, compared to the full year budget of $Gross Profit - BTFY. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Liabilities
Tags
This Month - Displays the value for accounts with the report code formula LIA based on the report date.
Last Month - Displays the value for accounts with the report code formula LIA using report date -1 month.
This Month Last Year - Displays the value for accounts with the report code formula LIA using report date -12 months.
Monthly Average - Displays the monthly average value for accounts with the report code formula for LIA based on the report date -12 months.
Last Quarter - Displays the value for accounts with the report code formula LIA using report date -3 month.
This Quarter Last Year - Displays the value for accounts with the report code formula LIA using report date -12 months.
Auto Text
This Month v Last Month (actuals)
The Liabilities for Month of Report was $Liabilities - TM, compared to $Liabilites - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Liabilities for Month of Report was $Liabilities - TM, compared to $Liabilities - TMLY for the same period last year. This represents Increase or Decrease of $VarianceAmount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Liabilities for Month of Report were $Liabilities - TM, compared to the monthly average of $Liabilities - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Quarter (actuals)
The Liabilities for Month of Report were $Liabilities - TM, compared to $Liabilities - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Quarter Last Year (actuals)
The Liabilities for Month of Report were $Liabilities - TM, compared to $Liabilities - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
NOPBT
Tags
This Month - Displays the value for accounts with the report code formula for NOPBT based on the report date.
This Month (budget) - Displays the original budget value for accounts with the report code formula for NOPBT based on the report date.
Last Month - Displays the value for accounts with the report code formula for NOPBT based on the report date -1 month.
This Month Last Year - Displays the value for accounts with the report code formula for NOPBT based on the report date -12 months.
MonthlyAverage - Displays the monthly average value for accounts with the report code formula for NOPBT based on the report date -12 months.
This Quarter - Displays the value for accounts with the report code formula for NOPBT based on the report date.
This Quarter (budget) - Displays the original budget value for accounts with the report code formula for NOPBT based on the report date.
Last Quarter - Displays the value for accounts with the report code formula for NOPBT based on the report date -3month.
This Quarter Last Year - Displays the value for accounts with the report code formula for NOPBT based on the report date -12 months.
Year To Date - Displays the value for accounts with the report code formula for NOPBT based on this year to date.
Year To Date (budget) - Displays the original budget value for accounts with the report code for NOPBT based on the year to date.
Last Year To Date - Displays the value for accounts with the report code formula for NOPBT based on last year to date.
Projection - Displays the value for accounts using the report code formula for NOPBT based on this financial year. (12 months).
Full Year (budget) - Displays the value for accounts using the report code formula for NOPBT based on this financial year.
Report code formula: REV.TRA - EXP + EXP.TAX
Auto Text
This Month v This Month (budget)
The NOPBT for Month of Report was $NOPBT - TM, compared to $NOPBT - TMLY for the same period last year. This represents Increase or Decrease of $VarianceAmount, or Variance Percentage%.
This Month v Last Month (actuals)
The NOPBT for Month of Report was $NOPBT - TM, compared to $NOPBT - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The NOPBT for Month of Report was $NOPBT - TM, compared to $NOPBT - TMLY for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The NOPBT for Month of Report was $NOPBT - TM, compared to the monthly average of $NOPBT - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter (budget)
The NOPBT for the quarter ending Report Quarter was $NOPBT - TQ, compared to $NOPBT - BTQ in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v Last Quarter (actuals)
The NOPBT for the quarter ending Report Quarter was $NOPBT - TQ, compared to $NOPBT - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter Last Year (actuals)
The NOPBT for the quarter ending Report Quarter was $NOPBT - TQ, compared to $NOPBT - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Year To Date (budget)
The NOPBT for the year to date is $NOPBT - TYTD, compared to $NOPBT - BTYTD in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Last Year To Date (actuals)
The NOPBT for the year to date is $CNOPBT - TYTD, compared to $NOPBT - LYTD for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Full Year (budget)
The NOPBT for the year to date is $NOPBT - TYTD, compared to the full year Budget of $NOPBT - BTFY. The Budget Remaining or Exceeded $Variance Amount, or Variance Percentage%.
Projection v Full Year (budget)
Projected NOPBT based on year to date actuals plus budget is $NOPBT - TFY, compared to the full year budget of $NOPBT - BTFY. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Overheads
Tags
This Month - Displays the value for accounts with the EXP report code based on the report date.
This Month (budget) - Displays the original budget value for accounts with the EXP report code based on the report date.
Last Month - Displays the value for accounts with the EXP report code using report date -1 month.
This Month Last Year - Displays the value for accounts with the EXP report code using report date -12 months.
Monthly Average - Displays the monthly average value for accounts with the EXP report code using report date -12 months.
This Quarter - Displays the value for accounts with the EXP report code based on the report date.
This Quarter (budget) - Displays the original budget value for accounts with the EXP report code based on the report date.
Last Quarter - Displays the value for accounts with the EXP report code using report date -3 months.
This Quarter Last Year - Displays the value for accounts with the EXP report code using report date -12 months.
Year To Date - Displays the value for accounts with the EXP report code based on this year to date.
Year To Date (budget) - Displays the original budget value for accounts with the EXP report code based on the year to date.
Last Year To Date - Displays the value for accounts with the EXP report code based on last year to date.
Projection - Displays the value for accounts with the EXP for this Financial Year (12 months).
Full Year (budget) - Displays the original budget value for accounts with the EXP report code based on the this Financial Year.
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This Month v This Month (budget)
The Overheads for Month of Report was $Overheads - TM, compared to $Overheads - BTM in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Month (actuals)
The Overheads for Month of Report was $Overheads - TM, compared to $Overheads - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Overheads for Month of Report was $Overheads - TM, compared to $Overheads - TMLY for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Overheads for Month of Report were $Overheads - TM, compared to the monthly average of $Overheads - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter (budget)
The Overheads for the quarter ending Report Quarter was $Overheads - TQ, compared to $Overheads - BTQ in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v Last Quarter
The Overheads for the quarter ending Report Quarter was $Overheads - TQ, compared to $Overheads - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter Last Year
The Overheads for the quarter ending Report Quarter was $Overheads - TQ, compared to $Overheads - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Year to date (budget)
The Overheads for the year to date is $Overheads - TYTD, compared to $Overheads - BTYTD in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Last Year To Date (actuals)
The Overheads for the year to date is $Overheads - TYTD, compared to $Overheads - LYTD for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Full Year (budget)
The Overheads for the year to date are $Overheads - TYTD, compared to the full year Budget of $Overheads - BTFY. The Budget Remaining or Exceeded $Variance Amount, or Variance Percentage%.
Projection v Full Year (budget)
Projected Overheads based on year to date actuals plus budget is $Overheads - TFY, compared to the full year budget of $Overheads - BTFY. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Profit
Tags
This Month - Displays the value for accounts using the report code formula REV - EXP based on the report date.
This Month (budget) - Displays the original budget value for accounts using the formula REV - EXP based on the report date.
Last Month - Displays the value for accounts using the formula REV - EXP using report date -1 month.
This Month Last Year - Displays the value for accounts using formula REV.TRA - EXP.COS using report date -12 months.
Monthly Average - Displays the monthly average value for accounts using the formula REV - EXP using report date -12 months.
This Quarter - Displays the value for accounts using the report code formula REV - EXP based on the report date.
This Quarter (budget) - Displays the original budget value for accounts using the formula REV - EXP based on the report date.
Last Quarter - Displays the value for accounts using the formula REV - EXP using report date -3 months.
This Quarter Last Year - Displays the value for accounts using formula REV - EXP using report date -12 months.
Year To Date - Displays the value for accounts using the formula REV - EXP based on this year to date.
Year To Date (budget) - Displays the original budget value for accounts using the formula REV - EXP based on the year to date.
Last Year To Date - Displays the value for accounts using the formula REV - EXP based on last year to date.
Projection - Displays the value for accounts using the formula REV - EXP based on this financial year.
Full Year (budget) - Displays the original budget value for accounts using the formula REV - EXP based on the financial year.
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This Month v This Month (budget)
The Net Profit for Month of Report was $Net Profit - TM, compared to $Net Profit - BTM in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Month (actuals)
The Net Profit for Month of Report was $Net Profit - TM, compared to $Net Profit - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Net Profit for Month of Report was $Net Profit - TM, compared to $Net Profit - TMLY for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Net Profit for Month of Report was $Net Profit - TM, compared to the monthly average of $Net Profit - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter (budget)
The Net Profit for the quarter ending Report Quarter was $Net Profit - TQ, compared to $Net Profit - BTQ in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v Last Quarter (actuals)
The Net Profit for the quarter ending Report Quarter was $Net Profit - TQ, compared to $Net Profit - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter Last Year (actuals)
The Net Profit for the quarter ending Report Quarter was $Net Profit - TQ, compared to $Net Profit - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Year To Date (budget)
The Net Profit for the year to date is $Net Profit - TYTD, compared to $Net Profit - BTYTD in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Last Year To Date (actuals)
The Net Profit for the year to date is $Net Profit - TYTD, compared to $Net Profit - LYTD for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year to Date v Full Year (budget)
The Net Profit for the year to date is $Net Profit - TYTD, compared to the full year Budget of $Net Profit - BTFY. The Budget Remaining or Exceeded $Variance Amount, or Variance Percentage%.
Projection v Full Year (budget)
Projected Net Profit based on year to date actuals plus budget is $Net Profit - TFY, compared to the full year budget of $Net Profit - BTFY. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%
Revenue
This Month - Displays the value for accounts with the REV.TRA report code based on the report date.
This Month (budget) - Displays the original budget value for accounts with the REV.TRA report code based on the report date.
Last Month - Displays the value for accounts with the REV.TRA report code using report date -1 month.
This Month Last Year - Displays the value for accounts with the REV.TRA report code using report date -12 months.
Monthly Average - Displays the monthly average value for accounts with the REV.TRA report code using report date -12 months.
This Quarter - Displays the value for accounts with the REV.TRA report code based on the report date.
This Quarter (budget) - Displays the original budget value for accounts with the REV.TRA report code based on the report date.
Last Quarter - Displays the value for accounts with the REV.TRA report code using report date -3 months.
This Quarter Last Year - Displays the value for accounts with the REV.TRA report code using report date -12 months.
Year To Date - Displays the value for accounts with the REV.TRA report code based on this year to date.
Year To Date (budget) - Displays the original budget value for accounts with the REV.TRA report code based on the year to date.
Last Year To Date - Displays the value for accounts with the REV.TRA report code based on last year to date.
Projection - Displays the value for accounts with the REV.TRA for this Financial Year (12 months).
Full Year (budget) - Displays the original budget value for accounts with the REV.TRA report code based on the this Financial Year.
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This Month v This Month (budget)
The Revenue for Month of Report was $Revenue - TM, compared to $Revenue - BTM in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Month (actuals)
The Revenue for Month of Report was $Revenue - TM, compared to $Revenue - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Revenue for Month of Report was $Revenue - TM, compared to $Revenue - TMLY for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Revenue for Month of Report was $Revenue - TM, compared to the monthly average of $Revenue - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter (budget)
The Revenue for the quarter ending Report Quarter was $Revenue - TQ, compared to $Revenue - BTQ in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v Last Quarter (actuals)
The Revenue for the quarter ending Report Quarter was $Revenue - TQ, compared to $Revenue - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Quarter v This Quarter Last Year (actuals)
The Revenue for the quarter ending Report Quarter was $Revenue - TQ, compared to $Revenue - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Year To Date (budget)
The Revenue for the year to date is $Revenue - TYTD, compared to $Revenue - BTYTD in the Budget. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Last Year To Date (actuals)
The Revenue for the year to date is $Revenue - TYTD, compared to $Revenue - LYTD for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Year To Date v Full Year (budget)
The Revenue for the year to date is $Revenue - TYTD, compared to the full year Budget of $Revenue - BTFY. The Budget Remaining or Exceeded $Variance Amount, or Variance Percentage%.
Projection v Full Year (budget)
Projected Revenue based on year to date actuals plus budget is $Revenue - TFY, compared to the full year budget of $Revenue - BTFY. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
Working Capital
Tags
This Month - Displays the value for accounts for the Working Capital formula based on the report date.
Last Month - Displays the value for accounts forthe Working Capital formula based on the report date minus one month.
This Month Last Year - Displays the value for accounts with the report code formula for Working Capital based on the report date -12 months
Monthly Average - Displays the monthly average value for accounts with the report code formula for Working Capital using report date -12 months.
Last Quarter - Displays the value for accounts for the Working Capital formula based on the report date - 3 months
This Quarter Last Year - Displays the value for accounts for the Working Capital formula using report date -12 months.
Report code formula: ASS.CUR - LIA.CUR
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This Month v Last Month (actuals)
The Working Capital for Month of Report was $Working Capital - TM, compared to $Working Capital - LM last month. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v This Month Last Year (actuals)
The Working Capital for Month of Report was $Working Capital - TM, compared to $Working Capital - TMLY for the same period last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Monthly Average (actuals)
The Working Capital for Month of Report was $Working Capital - TM, compared to the monthly average of $Working Capital - AVG for the last 12 months. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Quarter (actuals)
The Working Capital for Month of Report was $Working Capital - TM, compared to $Working Capital - LQ last quarter. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
This Month v Last Quarter Last Year (actuals)
The Working Capital for Month of Report was $Working Capital - TM, compared to $Working Capital - TQLY for the same quarter last year. This represents Increase or Decrease of $Variance Amount, or Variance Percentage%.
