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 for a report to select a different font for that 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 for a report to specify a different page size for that report.
Parent Topic: Executive Reports Overview