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Expand - extend analysis

Analysis reports can be extended into multi-period reports. This way it is possible to create monthly reports, adding later new results after the end of the month, quarterly reports or multi-period reports with yearly data. This function allows analysis of a current state of the company in relation to previous periods.

Report extension is performed as follows:

  • Select the means of entering data.
    • Import from eKRS – the data is read from the yearly financial statement in *.xml format, obtained from the financial documents previewer of the eKRS system
    • Import from the accounting packages – the data is read from the *.pdf or *.xls(x) files generated from the Symfonia and Comarch Optima accounting packages. It is also possible to use the *.xls templates of the balance sheet and the profit and loss statement provided in the eanaliza.pl system.
    • Manual data edit – the data is provided by the User based on the previously prepared information. The data is entered manually into the given text fields.
    • Demo version – the analysis is base on ready-made data included in the balance sheet and the profit and loss statement. They were developed by the eanaliza.pl team and they cannot be changed.
  • Import balance sheet or profit and loss statement files.
    Using the BROWSE buttons will open a dialog window through which you can select a data file. There, you have to select a location of a balance sheet, as well as profit and loss statement file. Data will be automatically uploaded to the system.

    This step is omitted if you manually enter the data.
  • Name and periods of the analysis.
    You have to specify:
    • Name of the analysis – name has to be unique, since the expanded analysis will be saved as an entirely new report. The original analysis will remain in the RESULTS view without any changes.
    • Assignment of the analysis to a client.
    • Name of the periods – is automatically read by the system during the data import from files. You can change the names of the periods.
    • Period definition – it includes selection of the year and the number of months, based on which the length and final name of the period is automatically determined. Period definition affects the ordering of periods, while the length is taken into account when calculating financial ratios. You can change the definition of periods only for newly created periods.
    • Periods attached to the analysis – normally, all periods are selected. When extending the analysis by more periods, system will include all periods from the original report and all of the new periods added during the extension process.
  • Confirm the analytical profit and loss statement data.

In case of manual edition, enter the profit and loss statement data.

If data is being imported, it should be checked for errors. You can continue if the data is correct, or, if you need to make some adjustments, you can do that using the Edit data button. After correcting the data, press Next to save the changes.

  • Confirm the analytical balance sheet data.

Enter the balance sheet data in case of manual edition.

If data is being imported, it should be checked for errors. You can continue if the data is correct, or, if you need to make some adjustments, you can do that using the Edit data button. After correcting the data, press Next to save the changes.

ACTIONS:

  • Next - allows to move to the next step of analysis extension. Using this option after the edition of balance sheet or profit and loss statement data saves it and opens a different page.
  • Back – allows to return to the previous step of analysis extension.
  • Add period - option available during the manual entering of the data. Allows to add a new period to the analysis.
  • Edit data – allows to edit the imported data for balance sheet or profit and loss statement files.
  • Calculate – calculates the ratios based on the provided information.

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