You will see the complete financial data in the Board room by clicking on the “Economy” tab. After uploading the SIE-file (type 4, with transactions) you will see the following tabs:
- Dashboard
- Summary
- + Created dashboard
- Results sheet
- Balance sheet
- Cashflow
- Budget
Dashboard
Summary
On this tab that is the default dashboard on “Economy” there are a summaries of the financial data at the top and then a series of selected graphs are presented.
Create your own dasboard
Click the “+ Created dasboard” to create your own dashboard. It can consist of the following elements:
- Title: Name the dashboard
- Graphs: Choose graphs from our graph-library by clicking on the graph-icon
- Tables: Choose tables from our table-library by clicking on the table-icon
You can add as many elements as you want. Click “Save” or “Save and show” when done. Your custom dashboard will appear next to the default dashboard.
Results sheet
Click on the tab Results sheet to see it. You can change the period and the type of results sheet. The period is defined as from the first of January present year to the last day of the month you choose.
Balance sheet
On this tab you can see the balance sheet in two types of view:
- Monthly
- Yearly
Cashflow
There are three ways of looking at the cash flow:
- Monthly
- Monthly per account
- Yearly
