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© Accountants Templates Inc. (Jazzit) 2023
Suggestions or questions? Email us at wecanhelp@documentation.jazzit.com
Performance measures
 
Performance measures
1
Statement title
1. Statement title
Customizable schedule title which appears at the top of the schedule and on the Index Page
2
Optional foreign exchange heading
2. 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.
3
Statement year-end date
3. 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.
4
Unaudited description
4. 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
5
Update from Resource Centre
5. Update from Resource Centre
Click to update the schedule from the Resource Centre
6
Performance measures settings
6. 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
7
Jump to top of notes
7. Jump to top of notes
Click to jump to the top of the notes menu
8
Schedule control
8. Schedule control
Click the button to delete the schedule.
9
Print or skip ratio
9. Print or skip ratio
Print of skip the individual key performance indicator if the section is set to print
10
Graph control
10. Graph control
Print (S) or skip (C) all graphs for the ratios
11
Individual graph control
11. Individual graph control
Print or skip the associated graph for this ratio
12
Express menu button
12. 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.
13
Comments (input paragraph)
13. 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.