Executive Summary

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 differ in each section and are designed to update dynamically based on the values in Spotlight.

  

Sections

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Text tag and auto-text formulas are fixed and cannot be adjusted. 

Auto Text options from within any topic section can be selected to mix and match with different auto-text options from the available Auto Text drop down list.  

Note: Custom text tags and auto-text options are currently not available.

Assets

Tags​:

Month of report - Displays the current month according to the report date.
Assets TM (This Month) - Displays the value for accounts with the ASS report code based on the report date.
Assets LM (Last Month) - Displays the value for accounts with the ASS report code using report date -1 month.
Assets LQ (Last Quarter) - Displays the value for accounts with the ASS report code using report date -3 months.
Assets TMLY (This Month Last Year) - Displays the value for accounts with the ASS report code using report date -12 months.
Assets TQLY (This Quarter Last Year) - Displays the value for accounts with the ASS report code using report date -12 months.
Assets AVG (Average) - Displays the monthly average value for accounts with the ASS report code using report date -12 months.

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Month v month (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 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 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​:

Month of report - Displays the current month according to the report date.
Bank TM (This Month) - Displays the value for accounts with the ASS.CUR.BAN report code based on the report date.
Bank LM (Last Month) - Displays the value for accounts with the ASS.CUR.BAN report code using report date -1 month.
Bank LQ (Last Quarter) - Displays the value for accounts with the ASS.CUR.BAN report code using report date -3 months.
Bank TMLY (This Month Last Year) - Displays the value for accounts with the ASS.CUR.BAN report code using report date -12 months.
Bank TQLY (This Quarter Last Year) -  Displays the value for accounts with the ASS.CUR.BAN report code using report date -12 months.
Bank AVG (Average) - Displays the monthly average value for accounts with the ASS.CUR.BAN report code using report date -12 months.

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Month v month (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 $Variance Amount, or Variance Percentage%.

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 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​:

Month of report - Displays the current month according to the report date.
Report Quarter - Displays the current quarter according to the report date.
Cost of Sales TM (This Month) - Displays the value for accounts with the EXP.COS report code based on the report date.
Cost of Sales TQ (This Quarter) - Displays the value for accounts with the EXP.COS report code based on the report date.
Cost of Sales LM (Last Month) - Displays the value for accounts with the EXP.COS report code using report date -1 month.
Cost of Sales LQ (Last Quarter) - Displays the value for accounts with the EXP.COS report code using report date -3 months.
Cost of Sales TMLY (This month last year) - Displays the value for accounts with the EXP.COS report code using report date -12 months.
Cost of Sales TQLY (This quarter last year) - Displays the value for accounts with the EXP.COS report code using report date -12 months.
Cost of Sales AVG (Average) - Displays the monthly average value for accounts with the EXP.COS report code using report date -12 months.
Cost of Sales TYTD (This year to date) - Displays the value for accounts with the EXP.COS report code based on this year to date.
Cost of Sales TFY (This Financial Year) - Displays the value for accounts with the EXP.COS for this Financial Year (12 months).
Cost of Sales LYTD (Last year to date) - Displays the value for accounts with the EXP.COS report code based on last year to date.
Cost of Sales BTM (Budget this month) - Displays the original budget value for accounts with the EXP.COS report code based on the report date.
Cost of Sales BTQ(Budget this quarter) - Displays the original budget value for accounts with the EXP.COS report code based on the report date.
Cost of Sales BTYTD (Budget this year to date) - Displays the original budget value for accounts with the EXP.COS report code based on the year to date.
Cost of Sales BTFY (Budget Financial Year) - Displays the original budget value for accounts with the EXP.COS report code based on the this Financial Year.

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Month v month (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 $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 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 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 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

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 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%.

YTD v 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%.

YTD 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%.

YTD v LYTD

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%.

Projection v 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%.

EBIT

Tags​:

Month of report - Displays the current month according to the report date.
Report Quarter - Displays the current quarter according to the report date.
EBIT TM (This Month) - Displays the value for accounts using the report code formula for EBIT based on the report date.
EBIT TQ (This Quarter) - Displays the value for accounts using the report code formula for EBIT based on the report date.
EBIT LM (Last Month) - Displays the value for accounts using the report code formula for EBIT based on the report date -1 month.
EBIT LQ (Last Quarter) - Displays the value for accounts using the report code formula for EBIT based on the report date -3 months.
EBIT TMLY (This month last year) - Displays the value for accounts using the report code formula for EBIT based on the report date -12 months.
EBIT TQLY (This quarter last year) - Displays the value for accounts using the report code formula for EBIT based on the report date -12 months.
EBIT AVG (Average) - Displays the monthly average value for accounts using the report code formula for EBIT based on the report date -12 months.
EBIT TYTD (This year to date) - Displays the value for accounts using the report code formula for EBIT based on this year to date.
EBIT TFY (This Financial Year) - Displays the value for accounts using the report code formula for EBIT based on this financial year.
EBIT LYTD (Last year to date) - Displays the value for accounts using the report code formula for EBIT based on last year to date.
EBIT BTM (Budget this month) - Displays the original budget value for accounts using the report code formula for EBIT based on the report date.
EBIT BTQ (Budget this quarter) - Displays the original budget value for accounts using the report code formula for EBIT based on the report date.
EBIT BTYTD (Budget this year to date) - Displays the original budget value for accounts using the report code formula for EBIT based on the year to date.
EBIT BTFY (Budget this financial year) - Displays the original budget value for accounts using the report code formula for EBIT based on this financial year.
 

Report code formula: REV - EXP - EXP.INT - EXP.TAX

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Month v month (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 $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%.

Month v Budget

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 Budget

The EBIT for Month of Report was $EBIT - TM, compared to $EBIT - BTM in the Budget. This represents a variance of $Variance Amount, or Variance Percentage%.

This Month v 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 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 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%.

YTD v 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%.

YTD 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%.

YTD v LYTD

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%.

Projection v 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​:

Month of report - Displays the current month according to the report date.
Report Quarter - Displays the current quarter according to the report date.
EBITDA TM (This Month) - Displays the value for accounts using the report code formula for EBITDA based on the report date.
EBITDA TQ (This Quarter) - Displays the value for accounts using the report code formula for EBITDA based on the report date.
EBITDA LM (Last Month) - Displays the value for accounts using the report code formula for EBITDA based on the report date -1 month.
EBITDA LQ (Last Quarter) - Displays the value for accounts using the report code formula for EBITDA based on the report date -3 months.
EBITDA TMLY (This month last year) - Displays the value for accounts using the report code formula for EBITDA based on the report date -12 months.
EBITDA TQLY (This quarter last year) - Displays the value for accounts using the report code formula for EBITDA based on the report date -12 months.
EBITDA AVG (Average) - Displays the monthly average value for accounts using the report code formula for EBITDA based on the report date -12 months.
EBITDA TYTD (This year to date) - Displays the value for accounts using the report code formula for EBITDA based on this year to date.
EBITDA TFY (This financial year) - Displays the value for accounts using the report code formula for EBITDA based on the financial year.
EBITDA LYTD (Last year to date) - Displays the value for accounts using the report code formula for EBITDA based on last year to date.
EBITDA BTM (Budget this month) - Displays the original budget value for accounts using the report code formula for EBITDA based on the report date.
EBITDA BTQ (Budget this quarter) - Displays the original budget value for accounts using the report code formula for EBITDA based on the report date.
EBITDA BTYTD (Budget this year to date) - Displays the original budget value for accounts using the report code formula for EBITDA based on the year to date.
EBITDA BTFY (Budget this financial year) - Displays the original budget value for accounts using the report code formula for EBITDA based on the financial year.
 

Report code formula: REV - EXP - EXP.AMO - EXP.DEP - EXP.INT - EXP.TAX

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Month v month (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 $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%.

Month v Budget

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 Budget

The EBITDA for Month of Report was $EBITDA - TM, compared to $EBITDA - BTM in the Budget. This represents a variance of $Variance Amount, or Variance Percentage%.

This Quarter v 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 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%.

YTD v 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%.

YTD 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%.

TYTD v LYTD

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%.

Projection v 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​:

Month of report - Displays the current month according to the report date.
Equity TM (This Month) - Displays the value for accounts with the report code formula ASS - LIA based on the report date.
Equity LM (Last Month) - Displays the value for accounts with the report code formula ASS - LIA using report date -1 month.
Equity LQ (Last Quarter) - Displays the value for accounts with the report code formula ASS - LIA using report date -3 months.
Equity TMLY (This month last year) - Displays the value for accounts with the report code formula ASS - LIA using report date -12 months.
Equity TQLY (This quarter last year) - Displays the value for accounts with the report code formula ASS - LIA using report date -12 months.
Equity AVG (Average) - Displays the monthly average value for accounts using the report code formula ASS - LIA based on the report date -12 months.

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Month v month (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 $Variance Amount, or Variance Percentage%.

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 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​:

Month of report - Displays the current month according to the report date.
Report Quarter - Displays the current quarter according to the report date.
Gross Profit TM (This Month) - Displays the value for accounts using the report code formula REV.TRA - EXP.COS based on the report date.
Gross Profit TQ(This Quarter) - Displays the value for accounts using the report code formula REV.TRA - EXP.COS based on the report date.
Gross Profit LM (Last Month) - Displays the value for accounts using the formula REV.TRA - EXP.COS using report date -1 month.
Gross Profit LQ (Last Quarter) - Displays the value for accounts using the formula REV.TRA - EXP.COS using report date -3 months.
Gross Profit TMLY (This month last year) - Displays the value for accounts using formula REV.TRA - EXP.COS using report date -12 months.
Gross Profit TQLY (This quarter last year) - Displays the value for accounts using formula REV.TRA - EXP.COS using report date -12 months.
Gross Profit AVG (Average) - Displays the monthly average value for accounts using the formula REV.TRA - EXP.COS using report date -12 months.
Gross Profit TYTD (This year to date) - Displays the value for accounts using the formula REV.TRA - EXP.COS based on this year to date.
Gross Profit TFY (This financial year) - Displays the value for accounts using the formula REV.TRA - EXP.COS based on this financial year.
Gross Profit LYTD (Last year to date) - Displays the value for accounts using the formula REV.TRA - EXP.COS based on last year to date.
Gross Profit BTM (Budget this month) - Displays the original budget value for accounts using the formula REV.TRA - EXP.COS based on the report date.
Gross Profit BTQ(Budget this quarter) - Displays the original budget value for accounts using the formula REV.TRA - EXP.COS based on the report date.
Gross Profit BTYTD (Budget this year to date) - Displays the original budget value for accounts using the formula REV.TRA - EXP.COS based on the year to date.
Gross Profit BTFY (Budget this financial year) - Displays the original budget value for accounts using the formula REV.TRA - EXP.COS based on the financial year.

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Month v month (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 $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 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 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 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 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%.

YTD v 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%.

YTD 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%.

YTD v LYTD (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%.

Projection v 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​:

Month of report - Displays the current month according to the report date.
Liabilities TM (This Month) - Displays the value for accounts with the report code formula LIA based on the report date.
Liabilities LM (Last Month) - Displays the value for accounts with the report code formula LIA using report date -1 month.
Liabilities LQ (Last Quarter) - Displays the value for accounts with the report code formula LIA using report date -3 month.
Liabilities TMLY (This month last year) - Displays the value for accounts with the report code formula LIA using report date -12 months.
Liabilities TQLY (This quarter last year) - Displays the value for accounts with the report code formula LIA using report date -12 months.
Liabilities AVG (Average) - Displays the monthly average value for accounts with the report code formula for LIA based on the report date -12 months.

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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 $Variance Amount, 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​:

Month of report - Displays the current month according to the report date.
NOPBT TM (This Month) - Displays the value for accounts with the report code formula for NOPBT based on the report date.
NOPBT TQ (This Quarter) - Displays the value for accounts with the report code formula for NOPBT based on the report date.
NOPBT LM (Last Month) - Displays the value for accounts with the report code formula for NOPBT based on the report date -1 month.\
NOPBT LQ (Last Month) - Displays the value for accounts with the report code formula for NOPBT based on the report date -3month.
NOPBT TMLY (This month last year) - Displays the value for accounts with the report code formula for NOPBT based on the report date -12 months.
NOPBT TQLY (This quarter last year) - Displays the value for accounts with the report code formula for NOPBT based on the report date -12 months.
NOPBT AVG (Average) - Displays the monthly average value for accounts with the report code formula for NOPBT based on the report date -12 months.
NOPBT TYTD (This year to date) - Displays the value for accounts with the report code formula for NOPBT based on this year to date.
NOPBT TFY (This Financial Year) - Displays the value for accounts using the report code formula for NOPBT based on this financial year.
NOPBT LYTD (Last year to date) - Displays the value for accounts with the report code formula for NOPBT based on last year to date.
NOPBT BTM (Budget this month) - Displays the original budget value for accounts with the report code formula for NOPBT based on the report date.
NOPBT BTQ (Budget this quarter) - Displays the original budget value for accounts with the report code formula for NOPBT based on the report date.
NOPBT BTYTD (Budget this year to date) - Displays the original budget value for accounts with the report code for NOPBT based on the year to date.
NOPBT BTFY (Budget this Financial Year) - 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

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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 $Variance Amount, 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​:

Month of report - Displays the current month according to the report date.
Report Quarter - Displays the current quarter according to the report date.
Overheads TM (This Month) - Displays the value for accounts with the EXP report code based on the report date.
Overheads TQ(This Quarter) - Displays the value for accounts with the EXP report code based on the report date.
Overheads LM (Last Month) - Displays the value for accounts with the EXP report code using report date -1 month.
Overheads LQ (Last Quarter) - Displays the value for accounts with the EXP report code using report date -3 months.
Overheads TMLY (This month last year) - Displays the value for accounts with the EXP report code using report date -12 months.
Overheads TQLY (This quarter last year) - Displays the value for accounts with the EXP report code using report date -12 months.
Overheads AVG (Average) - Displays the monthly average value for accounts with the EXP report code using report date -12 months.
Overheads TYTD (This year to date) - Displays the value for accounts with the EXP report code based on this year to date.
Overheads TFY (This Financial Year) - Displays the value for accounts with the EXP for this Financial Year (12 months).
Overheads LYTD (Last year to date) - Displays the value for accounts with the EXP report code based on last year to date.
Overheads  BTM (Budget this month) - Displays the original budget value for accounts with the EXP report code based on the report date.
Overheads BTQ(Budget this quarter) - Displays the original budget value for accounts with the EXP report code based on the report date.
Overheads BTYTD (Budget this year to date) - Displays the original budget value for accounts with the EXP report code based on the year to date.
Overheads  BTFY (Budget Financial Year) - 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​:

Month of report - Displays the current month according to the report date.
Report Quarter - Displays the current quarter according to the report date.
Net Profit TM (This Month) - Displays the value for accounts using the report code formula REV - EXP  based on the report date.
Net Profit TQ(This Quarter) - Displays the value for accounts using the report code formula REV - EXP based on the report date.
Net Profit LM (Last Month) - Displays the value for accounts using the formula REV - EXP using report date -1 month.
Net Profit LQ (Last Quarter) - Displays the value for accounts using the formula REV - EXP using report date -3 months.
Net Profit TMLY (This month last year) - Displays the value for accounts using formula REV.TRA - EXP.COS using report date -12 months.
Net Profit TQLY (This quarter last year) - Displays the value for accounts using formula REV - EXP using report date -12 months.
Net Profit AVG (Average) - Displays the monthly average value for accounts using the formula REV - EXP using report date -12 months.
Net Profit TYTD (This year to date) - Displays the value for accounts using the formula REV - EXP based on this year to date.
Net Profit TFY (This financial year) - Displays the value for accounts using the formula REV  - EXP  based on this financial year.
Net Profit LYTD (Last year to date) - Displays the value for accounts using the formula REV  - EXP  based on last year to date.
Net Profit BTM (Budget this month) - Displays the original budget value for accounts using the formula REV  - EXP  based on the report date.
Net Profit BTQ(Budget this quarter) - Displays the original budget value for accounts using the formula REV - EXP based on the report date.
Net Profit BTYTD (Budget this year to date) - Displays the original budget value for accounts using the formula REV - EXP based on the year to date.
Net Profit BTFY (Budget this financial year) - 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

Month of report - Displays the current month according to the report date.
Report Quarter - Displays the current quarter according to the report date.
Revenue TM (This Month) - Displays the value for accounts with the REV.TRA report code based on the report date.
Revenue TQ(This Quarter) - Displays the value for accounts with the REV.TRA report code based on the report date.
Revenue LM (Last Month) - Displays the value for accounts with the REV.TRA report code using report date -1 month.
Revenue LQ (Last Quarter) - Displays the value for accounts with the REV.TRA report code using report date -3 months.
Revenue TMLY (This month last year) - Displays the value for accounts with the REV.TRA report code using report date -12 months.
Revenue TQLY (This quarter last year) - Displays the value for accounts with the REV.TRA report code using report date -12 months.
Revenue AVG (Average) - Displays the monthly average value for accounts with the REV.TRA report code using report date -12 months.
Revenue TYTD (This year to date) - Displays the value for accounts with the REV.TRA report code based on this year to date.
Revenue TFY (This Financial Year) - Displays the value for accounts with the REV.TRA for this Financial Year (12 months).
Revenue LYTD (Last year to date) - Displays the value for accounts with the REV.TRA report code based on last year to date.
Revenue BTM (Budget this month) - Displays the original budget value for accounts with the REV.TRA report code based on the report date.
Revenue BTQ(Budget this quarter) - Displays the original budget value for accounts with the REV.TRA report code based on the report date.
Revenue BTYTD (Budget this year to date) - Displays the original budget value for accounts with the REV.TRA report code based on the year to date.
Revenue  BTFY (Budget Financial Year) - 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​:

Month of report - Displays the current month according to the report date.

Working Capital TM (This Month) - Displays the value for accounts with the report code formula ASS.CUR - ASS.LIA for Working Capital based on the report date.

Working Capital LM (Last Month) - Displays the value for accounts with the report code formula ASS.CUR - ASS.LIA for Working Capital based on the report date minus one month.

Working Capital LQ (Last Quarter) - Displays the value for accounts with the report code formula ASS.CUR - ASS.LIA for Working Capital based on the report date minus one quarter.

Working Capital (This month last year) - Displays the value for accounts with the report code formula for Working Capital based on the 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%.

 

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