Key Performance Indicators charts and graphs

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

Graph title

Customizable graph title. Double-click to jump to its related calculation or ratio

Start on new page

Insert a page break to start the graphs/charts on a new page instead of a continuous flow.

Graph and pie chart control

Select to display both the graph and chart, or just the graph or just the chart.

Graph and data control

Select to display both the graph and data, or just the graph or just the data.

Pie and legend control

Select to display the chart and legend, or just the chart.

Express menu button

Right-click on the Express menu to insert more linked or manual lines, insert subtotals, sort and delete current lines where the options are available.

Graph display area

Displays the graph for the selected information or ratio.

Graph data area

Displays the data used in the above graph.

Graph legend

The legend for the above graph.

Chart Scale

Set the scale for the graph, from 1 - 1,000,000.

Data set selection

Select which data sets are to be shown on the graph

Chart title

Customizable chart title. Double-click to jump to its related calculation or ratio

Chart display area

Displays the chart for the selected information or ratio.

Chart legend

The legend for the above chart.

Chart period

Set the period for the chart, from Period 1 - 5.

Data set selection

Select which data sets are to be shown on the chart.

Comments (input paragraph)

You can edit existing input paragraphs or insert more paragraphs using the express menu. Refer to Input Paragraphs for more information on inserting paragraphs.