(800) 234-1111

FINPACK News

Report Preview Options

by | Jul 5, 2018

FINPACK Report Preview OptionsDid you realize there are options that can be selected when previewing output from FINPACK tools?  The drop-down arrow on the right side of the Preview Output icon allows the user to select the output options to be viewed when previewing.   Clicking the drop-down arrow brings up a dialogue box where the preview options are selected.

Options Available

Preview options available are dependent upon the FINPACK tool.  Some options are typically found in all FINPACK tools, such as:

  • Which years or statements to include.
  • Specific report sections of output to be viewed.
  • Whether to include detailed output, notes, averages, and the like.
Report Preview Options

FINPACK Report Preview Icon

Preview Options for specific FINPACK tools

  • Detailed Balance Sheet:
    • Asset values to display. Both cost and market or only cost or only market.
    • Whether to include the signature block on the front page.
    • Whether to print the assets listed as sold within the detailed input.
  • C & I Business Analysis & CRE (Commercial Real Estate) Analysis:
    • Whether to show output in thousands or whole dollars.
  • Budgets:
    • Which enterprise budgets to include.
    • Whether to include historic data detail.
  • Long Range Budget (FINLRB):
    • Which alternatives to include.
  • Collateral Analysis:
    • Whether to include detailed (Individual asset & prior lien detail) or summary information for output.

Summary

Preview Options provide helpful selection choices when viewing output.  Generally, options include the sections of output included in the report and the level of detail.  Consider looking at Preview Options the next time you are using any of the FINPACK tools to customize the output to your needs.

Latest News
2022 FINPACK Lenders Conference

2022 FINPACK Lenders Conference

The 2022 FINPACK Lenders Conference will be held in-person in 2022. Conference Information Date: December 13-14, 2022Location: Radisson Blu Mall of America - Bloomington, MN Dr. David Kohl returns to the FINPACK Lenders Conference + a full lineup of speakers. We will...

FINPACK Digest – June 2022

FINPACK Digest – June 2022

Credit scorecards, the FINPACK advanced training survey, register now for Lender training, and The FINPACK digest is published every month and links to all the FINPACK News post published in the previous four weeks. Want notifications on FINPACK news posts sooner?...

Training & Events Update

Training & Events Update

October training for Lenders, Training for Educators and Professionals, and save the date for the 2022 FINPACK Lender's Conference FINPACK Training for Lenders in October Registration is open for the next FINPACK Lender training on October 11th and 12th on the...

How to Design and Use Credit Decision Scorecards

How to Design and Use Credit Decision Scorecards

Using Credit Decision Scorecards in your credit decisioning represents a convenient way to 'filter' loan applications. By applying some basic criteria, you can quickly decide if a credit request is straightforward and can be approved or denied as is, or if it needs...