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Library management: Ratios

Article author
Jonathon Plowman-Samson
  • Updated

Summary

After creating a new library, use MindBridge's ratio builder to create your own financial ratios.  

Ratios consist of, account groupings, algebraic operations, meta values, and constants.

Learn how to create, view, edit, duplicate and delete custom ratios.

Note: Ratio settings are only available in the general ledger, general ledger (NFP), and general ledger (NFP fund) analyses.

Configuration details

You must have access to MindBridge as an Admin to manage ratios in a library.


Navigate to the Ratios tab

  1. From the Admin page, go to the Libraries tab.
  2. Open the Actions menu in line with the library you wish to view.
  3. Select View Library.
    You will go to the Library details tab on the Libraries page.
  4. Go to the analysis type tab you wish to create a ratio for. For example, General ledger.
  5. Select Ratios.
    You will see all of the pre-built and custom ratios in this section.


Create a ratio

  1. In the Ratios section, select Create Ratio.
  2. In the window that opens, enter a ratio name.
  3. Open the category menu to select from existing options, or create a new category by entering it into the field.
  4. Use the Add menus to select ratio conditions.
  5. When you are satisfied, select Create Ratio.
    The new ratio is added to the library.
Tip: Learn more about building ratios in our knowledge base.

Edit a ratio

  1. In the Ratios section, select the edit icon in line with the ratio you would like to adjust.
  2. In the window that appears, adjust the filter name, category, or conditions as needed.
  3. When you are satisfied, select Update to save your changes.

Duplicate a ratio

  1. In the Ratios section, select the duplicate icon in line with the ratio you would like to duplicate.
    A window appears, populated with duplicated information.
  2. Rename the ratio, change its category, and make any other adjustments as necessary.
  3. When you are satisfied, select Create Ratio.
    The new ratio is added to the library.


Delete a ratio

  1. In the Ratios section, select the delete icon in line with the ratio you would like to remove.
    A warning window appears.
  2. Select Confirm to permanently delete the selected ratio.

Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.


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