Frequency
Define the Frequency to display the Statistics summary in. Eg. Annually.
Columns
| Column | Description |
|---|---|
 | Click to drilldown to the details of the Statistic Set. |
| Date | Displays the Date As At the Statistics Set was entered. |
| Status | Displays the Status of the Statistics Set. Eg. If status is Open the Statistics can still be edited. |
| Approved | Displays if the Statistics Set has been approved. Note that Approved Statistics cannot be edited. |
| Approval Details | Displays by whom and when the Statistics were approved. |
| Verified | Displays if the Statistics Set has been verified. Note that Verified Statistics cannot be edited. |
| Verification Details | Displays by whom and when the Statistics were verified. |
| Income | Displays Total Income entered. |
| Expenses | Displays Total Expenses entered. |
| Net Income | Displays Net Income after Income and Expenses entered. |
| Available Income | Displays Available Income based on default settings on Client Groups. Click here for more information. |
| Assets | Displays Total Assets entered. |
| Liabilities | Displays Total Liabilities entered. |
| Net Assets | Displays Total Net Assets. |
| Available Assets |
Displays Available Assets. ie: Total Assets x 90% - Total Liabilities. A percentage of Total Assets; minus Total Liabilities. The Percentage basis used to calculate Available Assets is Setup under Client Group, Statistic Page "Available Assets %". Eg. Total Assets - Total Liabilities = Net Assets (202,000 - 66,300 = 135,700). (Total Assets * Availabe Asset percentage) - Total Liabilities = Available Assets (202,000 * 90%) - 66,300 = 115,500 Should the Debt Ratio exceed the 90%; Eg. 115,500/1275000 = 90.58%. A warning message called Insolvent will display in the summary block. |
| Notes | Displays any notes entered for the Statistic Set. |
Button Strip
| Icon | Defination |
|---|---|
 | Add a new Statistic Set |
 | Delete selected row |
 | To show/hide the preview pane window |
 | Save defaults for this grid |