Financial Compare

The instructions in this article relate to Financial CompareThe icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Financial Compare produces a comparative financial report for selected dates which is output to Excel. Reporting periods can be monthly, quarterly, bi-annually and annually. 

  1. Search or select Financial Compare.
  2. Select the First Period date range that you would like to compare.
  3. Select the Second Period date range.
  4. Tick Old Year to include old year date range if applicable.
  5. Click Proceed to export the report to Excel, where it can be saved, printed or attached to an email.

The First Period Start Date is always the most current period selected for comparison and selected periods do not always have to match. So, different periods in the same year or the same period for old year verses current year can be selected for comparison.