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Trended Account Details Report (General Ledger)

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The article gives you an overview of Trended account report.


Overview

Note: To learn how to generate reports from MindBridge, visit our article on Generating Reports in MindBridge.

The Trended Account Details report is an exported .XLSX file that provides a full set of financial information for each account in the analysis. 

This is reflected on a per month and per year basis. This report can also be used to generate custom analyses, reports, and ratios.

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The Trended Account Details report contains the following columns:

  • Account ID Description
  • Account Grouping Code
  • Account Grouping Levels 1-4 
  • Account Mapping Tags
  • NTR Source 
  • NTR Category
  • Period Start
  • Period End
  • Debit Amount
  • Credit Amount
  • Average Risk
  • Opening Balance
  • Closing Balance
  • Average Daily Balance

You can switch year views by changing sheets at the bottom of the spreadsheet.

 

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