Procedures - Formatting the Key Financial Metrics Report

You can add or remove metrics, change their sequence, select default formats for dates and times, set colors, and more.

Related Topics:

  • Select or Remove Metrics
    Vision provides the Key Financial Metrics report with a set of metrics selected by default. However, you can add and remove metrics to create a report that provides the set of metrics that you need.
  • Change the Sequence of the Metrics
    The Key Financial Metrics report displays metrics in the order they appear in the grid on the Metrics tab of the Options dialog box. If you want them displayed in sequence other than the default sequence, move metrics up or down in the grid.
  • Edit Headings for Metrics
    Each of the metrics available for the Key Financial Metrics report has a default column heading. However, you can use the Heading column in the grid on the Metrics tab of the Options dialog box to change the labels for any of the metrics to make them more appropriate for your firm.
  • Define the Default Currency Format for a Report
    To accommodate companies located or doing business in countries other than the United States, Vision provides default formats for currency amounts on reports based on your settings in Regional and Language Options in Microsoft Windows. You can then modify the default formats for individual reports and for individual report columns.
  • Define the Default Date and Time Format for a Report
    To accommodate companies located or doing business in countries other than the United States, Vision provides default date and time format for reports based on your settings in Regional and Language Options in Microsoft Windows. You can then modify the default formats for individual reports and for individual report columns.
  • Select a Font
    You set the default font for your reports on the Reporting tab of the User Options dialog box. However, you can use the Layout tab of the Options dialog box to select a different font for a report.
  • Set Margins
    Use the Layout tab of the Options dialog box for a report to override the default margins for that report.
  • Select Page Orientation
    Use the Layout tab of the Options dialog box for a report to select the page orientation for the report. (This option is only available for reports for which you can select columns.)
  • Set Page Size
    You set the default page size for your reports on the Reporting tab of the User Options dialog box. However, you can use the Layout tab of the Options dialog box to specify a different page size for a report.
Parent Topic: Executive Reports Overview