Line of Business Memo

Automate the flow of data and cleanly prepare explanations of line-item drivers by line of business for reporting documentation.
Template Contents
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This template will enable your team to capture drivers to earnings and other financial statement lines in order to analyze the business and prepare reporting deliverables. It automates the magnitude and direction of drivers against various reporting scenarios and cleanly presents the data in a format that is easily replicated across various segments of the business.

Key Features
  • Comparisons to prior year, prior period, and plan on a quarter-to-date and year-to-date basis
  • Automated population of magnitude and direction of drivers
  • Calculations of percentage change over each period
  • Clean presentation of commentary boxes utilizing input mode for easy maintenance
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Board Reporting
Budget & Forecast Reporting
Financial Statements
Global Statutory Reporting
Income Statement & Balance Sheet Preparation
Insurance Reporting
Insurance Statutory Reporting
Management Reporting (CFO)
Product Line & Business Unit Reporting
SEC Reporting
Support and Documentation
Last Updated 8/16/2023 (Release Notes)