Performance measures settings
Open the Performance measures folder to find the following schedule headings settings:
Analytic summary - Choose to either print or skip the analytic summary
Periods - Select the number of periods to be used in the schedule (between one to five)
Show Month & day - Show the year-end month and date in the column headings
Graphs - Choose to print graphs only, data only or both graphs and data
Font - Choose to show the graphs and data in either Arial or Times New Roman font
Entity - Assign the entities to the relevant columns. Entities should be added using the consolidations dialog in Caseware.
Foreign Ex - The foreign exchange can also be applied to each individual column(s).
Discrete - IS - Select the discrete period (Yes = Period movements, No = cumulative balances up to period selected (year-to-date)).
Discrete - BS - Select the discrete period (Yes = Period movements, No = cumulative balances up to period selected (year-to-date)).
Type - Select the balance type (budget, consolidated, report, adjusted, unadjusted, forecast) that you want to use. This can be used when setting up Group/Company statements.
Year - Select the financial year (current, prior 1 through 4) for each column.
Bucket - Select the bucket (active, random, yearly, semi-annually, quarterly, monthly, etc.) for each column.
Period - Select the relevant period within the year selected that you want to view. This is dependent on the Bucket selected.
For more information on the above settings, refer to the column settings page in the Help File
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