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Financial analysis

Guides about our feature financials

Reports

  • How do I publish a report for the board?
  • How do I create a report template?
  • How do I add a table to a report?
  • How do I add a graph to a report?
  • How do I add columns to a report?

Financials

  • How can I create my own dashboards?
  • How can I see columns vouchers within a table?
  • How do I export results and/or balance sheets?
  • How can I view balance sheets?
  • How can I view the results sheet?
  • How do I make a complete export of data?

Budget

  • How do I upload a budget in Boardeaser?
  • How do I download a budget proposal?
  • How do I delete a budget?
  • How do I add budget data to my own tables and graphs?

Charts and Graphs

  • How do I select the y-axis setting in a graph?
  • How do I edit a graph?
  • How do I see which accounts a row contains?
  • What is a row template?
  • How do I edit an existing table and save it as my own?
  • How do I add an account to a row in a table?
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Import financial data

  • How do I upload a SIE4-file when I have the Corporate Group extension?
  • How do I upload accounting via Excel?
  • Can I connect Fortnox, PE Accounting or Björn Lundén to Boardeaser?
  • How do I delete sie4 files?
  • How do I get reminded to upload sie4 files?
  • Upload sie4 files

Formulas and functions

  • How is Adjusted Equity calculated?

KPIs

  • How do I delete KPIs?
  • How to download a KPI template?
  • What types of key figures can you use?
  • How to enter key figures in a KPI template?
  • How to create key figures?

Business Units

  • How do I add business units?

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