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Trended account details report (General Ledger)

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The Trended account details report provides a full set of financial information for accounts on a per-month and per-year basis, and can be used to generate custom analysis, reports, and ratios.

Learn about the trended account details report in MindBridge below.

Tip: Learn how to generate reports in MindBridge.


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


Columns overview

This report contains the following columns:

  • Account ID Description
  • Account Grouping Code
  • Account Grouping Levels
  • 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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