Using the EBIDA Summary report

The EBIDA Summary report provides transparency into your organization’s operations by displaying EBIDA values of amount and percentage that provide a real measure of performance against targets. This information can serve as an indicator of your organization’s financial health.

EBIDA measures revenues minus expenses (profitability) but excludes the non-cash expenses like deprecation and interest.

Use the report to monitor your EBIDA Amount and EBIDA Percentage for various selected periods of time, including Annual, Quarterly, Monthly, and Year To Date (YTD).

Run the EBIDA report at least monthly.

To access the EBIDA Summary report:

  1. In the RF Admin or Rolling Fcsting task pane under Reporting, double-click EBIDA Summary.

  2. In the Refresh Variables dialog, do the following:

    1. For Include Budget?, select Yes to include budget data or No to exclude it.

      NOTE: The Include Budget? option does not display if there are no RF_Forecast records for which RFDType = Budget.

    2. For Select RFPeriod for Forecast, available selections include RFPeriods prior to the current period that have ForecastFinal or DeductionResult records. The default is the most recent of these periods. Click Choose Value and select the desired period.

      NOTE: If there is only one period of forecast data available, the current period is available for selection.

    3. (Optional) To include any RFGroup columns from the RFGROUP table, from the Select RFGroup Column drop-down, select the desired columns. The default is to include all RFGroup columns.

    4. From the Select Scenario drop-down, select the desired scenario.

    5. Click OK.

      The report displays data for the selected Scenario, RFPeriod, and RFGroup. The report data is filtered by your RF_Forecast security permissions.

  3. Upon open, the report displays the default view. To change to a different view, in the Main ribbon tab, in the Workbook Options section, click Change View and select the desired view:

    The following example shows an EBIDA report with Show EBIDA Details as the selected view.