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Key Performance Indicators Calculations

Number Name Description

Statement title

Customizable schedule title which appears at the top of the schedule and on the Index Page

Optional foreign exchange heading

The foreign exchange heading pulls from the selections made in the Columns section of the Home Menu. Double-click on the cell to jump to the Home Menu.

Statement year-end date

The statement year-end date is automatically calculated based on the reporting dates set in the Engagement Properties dialog. Use the popup menu to display an alternative date format.

Unaudited description

The newest Review and Compilation standards no longer require '(unaudited)' to show up in the heading. This can be added back in via the Report alert field in the Engagement Report Options

Key performance indicator calculations section control

Choose to show (open folder) or hide (closed folder) the section

Key performance indicator calcs

Choose to only display the calculations section, or display and print

Balance origin

If you would like to know where a balance is coming from, review the link information on the right side of each line. Refer to Balance origin for more information.