Shows a comparison of assets and liabilities on an annual basis.
Report codes used: PER.ASS, PER.LIA
Shows the progress towards the cash flow KPIs held in the Customise Data tab.
Report codes used: PER.KPI.INF, PER.KPI.OUT, PER.KPI.NCF
Shows the cash spent, along with how much of this was within or over budget, and any difference as a 'saved' value.
Report codes used: PER.OUT
Shows a breakdown of the assets held.
Formula: Assets
Report codes used: PER.ASS
Shows inflows compared to budget and last year's values, along with the difference.
Report codes used: PER.INF
Shows cash in and out over the year, with a difference between the two.
Report codes used: PER.INF, PER.OUT
Shows the amount of liabilities held. By default, the chart includes the 18 months prior to the report date.
Report codes used: PER.LIA
Shows outfows compared to budget and last year's values, along with the difference.
Report codes used: PER.OUT
Shows a breakdown of the top 10 assets.
Report codes used: PER.ASS
Shows a breakdown of the top 10 inflows.
Report codes used: PER.INF
Shows a breakdown of the top 10 liabilities.
Report codes used: PER.LIA
Shows a breakdown of the top 10 outflows.
Report codes used: PER.OUT
Shows progress against the assets, liabilities and net wealth targets held in the KPIs/Targets tabs/
Report codes used: PER.KPI.ASS, PER.KPI.LIA., PER.KPI.NCF
Shows the overall split between assets and liablities.
Report codes used: PER.ASS, PER.LIA
