Reports and dashboards

Axiom Strategic Financial Planning provides default reports and dashboards you can use to view:

• Actual and planned operating revenue, operating expenses, and non-operating activities for a scenario over a specified number of years
• Comparisons between the actual and plan amounts of scenarios
• Consolidated operating revenue, operating expenses, and non-operating activities over a specified number of years for a scenario
• Fund breakdown of a scenario
• Comparisons and contrasts of key financial stats, operating ratios, contribution ratios, capital ratios, liquidity ratios, and other ratio types for a scenario
• Comparison of the key financial ratios between a scenario and multiple peers across a specified number of years

For each of these reports, you can filter data to generate a report that meets specified conditions that you want to analyze and use for your decision-making process. You can also download a Microsoft Excel workbook version of the report and create a PDF to send out for review.

You can access the reports and dashboards, from the Navigation menu, as defined in the following table.

Reports

Axiom Strategic Financial Planning provides you with the following standard reports:

Name	Description
Comparative Statement	Compares the actual and plan differences between two specified scenarios.
Consolidating Statement	Provides a high-level view of your Statement of Activity, including operating revenue, operating expenses, and nonoperating activities consolidated over a specified number of years included in the selected scenario.
Multi-Year Fund Statement	Shows actual and planned operating revenue, operating expenses, and nonoperating activities for a scenario over a specified number of years. This data is further categorized by individual fund source.
Multi-Year Statement	Shows actual and planned operating revenue, operating expenses, balance sheet, statement of cash flows, and nonoperating activities for a scenario over a specified number of years.

Each report has various filtering options. Depending on the report, you can filter by the following criteria:

• Scenario
• Report year
• Department ID
• Fund ID

To filter reports, click the filter icon.

On some reports, you can drill-down into a greater level of detail for a specific account. These reports include a Drill column. To drill-down into greater detail for a specific account, click the magnifying glass in the row associated with that account.

Dashboards

Use the Axiom Strategic Financial Planning dashboards to visualize your institution's performance.

Name	Description
Scenario Comparison	Use the Scenario Comparison Dashboard to analyze your institution's financial health against a variety of scenarios, using Moody's ratings and/or targets for benchmarking. The tabs at the top of the dashboard represent the selected key metrics for a specified ratio and statistic category. You can create multiple scenarios to compare and view the targets to compare against.
Initiative Analysis	Use the Initiative Dashboard to analyze the individual impact from each initiative within a scenario. When performing this analysis, you can specify the impact on Operating Revenue, Operating Expense, or Net Operating Results.
Peer Comparison	Use the Peer Comparison Dashboard to visually compare financial health against a set of peers for a set of key cash, debt, and capital ratios. The tabs at the top of the dashboard represent the different ratio categories. Use these categories to compare your institution to specific peers as well as the Moody's rating or target.
Debt Analysis	Use the Debt Analysis Dashboard to visualize a breakout of debt associated with initiatives within a selected primary and/or secondary scenario. The primary dashboard area categorizes debt by existing and new debt across your planning horizon. You can also view a table with debt detail data, including a breakdown of maturities and interest and view visualizations of debt service coverage and debt service/operating expenses across your planning horizon.
Capital Analysis	Use the Capital Analysis Dashboard to visualize capital assets of initiatives associated with a selected primary and/or secondary scenario. The primary dashboard area represents these capital assets categorized by funding source. You can also view capital assets by operating expense and capital spending.