Product reports overview

Question 1

Probe

Answer 1

For a product or a group of products you can select a type of balance and a dollar amount or percentage range for output within or outside of those parameters

Question 2

Rank

Answer 2

You can rank product/branch records by the type of balance you select

Question 3

History

Answer 3

Product financial history is displayed in a grid, with product/branch selection and type of balance and the grid shows the dollar amount or percentage for the product for each reporting period

Question 4

budget history

Answer 4

displays historical budget values for your products

Question 5

trend

Answer 5

trend for products: select type of balance for up to 13 periods

Question 6

product list

Answer 6

self-explanatory: product/branch ID codes and description. Division, region and annualization factor also appear; you can sort products by product code, division, region or branch or by Fund using or Fund providing