Summary
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.
Overview
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.
Anything else on your mind? Chat with us or submit a request for further assistance.