Using the Process Financial Ratios utility

This planning utility calculates key ratios and financial statistics for the selected budget or forecast. These are the same ratios and statistics that are available for financial reporting and include the ratio rules provided by Axiom as well as any rules added by your institution using the Ratio Rules Manager utility located in the Financial Reporting section of the Command Center. The values are saved to the budget or forecast’s ratios table.

Reviewing the utility reports

To review the utility report:

1. Open a budget, scenario, or forecast.

2. From the Plan Utilities tab, click Process Financial Ratios from the list of planning utilities.

   NOTE: The utility opens in the Desktop Client.

3. In the Main ribbon tab, click Refresh.

   

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4. In the Refresh Variables dialog, complete the following, and click OK:

   Variable	Entry Requirements
   Process a Reporting Table or a Plan Table	Select a Plan from the list.
   Select a Plan File Group	Select a plan file group from the list.
   Select the type of record (also used for multipass)	Click the button associated with the statistic or ratio to review.
   Select a record to process	Select a RatioRule record from the list.
   Select the DEPT column to process	Select a department column from the list.

5. Close the utility.

Processing key ratios and financial statistics for a budget

IMPORTANT: Prior to running this utility, ensure that you have loaded the Plan Yield Reporting Records.

To process key ratios and financial statistics for a budget:

1. Open a budget, scenario, or forecast.

2. Click the Plan Utilities tab.

3. Do one of the following:

   • To process only this utility, in the Process Plan Utilities column, locate Process Financial Ratios in the list, and click Process.

   • To process all planning utilities, click Process All.

TIP: Axiom will notify you when your scheduled job is completed. for more information, see Viewing notifications in the Web Client.