Summary
Learn about the trended account details report in MindBridge.
Overview
Note: 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 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.
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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