Dynamic Figures are embedded live financial statistics you can insert into your financial statements. When underlying data changes, these figures adjust automatically, ensuring accuracy, saving time, and improving efficiency with real-time relevance.
Note: The Statement Builder application is part of the Digital Financial Reporting in ClearDocs subscription. If you are interested in learning more about Digital Financial Reporting please contact your Implementation Manager or Client Success Manager.
Adding Dynamic Figures in your Statement Builder Report
From the Navigation Menu, under the Tools solution select the Statements application. Select the report you want to edit or create a new report.
- To learn more about creating Financial Statements, see our training & support article: Statement Builder - Financial Statement Creation
- In the financial statement select which value field you want to insert the dynamic figure.
- From the dynamic figure screen choose from the Dynamic Figure Input Methods Options. Learn more about the various input methods in our training & support article: Dynamic Figures - Input Methods.
- Select the dynamic figures parameters.
- Verify that the Amount/Value is correct, then select Save & Insert Dynamic Figure to add it to your narrative.
Now the dynamic figure value will be displayed in the statement.
Additional Resources
- Remember to keep your data as up-to-date as possible so you can access your most current financial information. Review Managing Your Financial Data to learn how to update your data.
- To learn more about input methods visit Dynamic Figures - Input Methods.
- If you have Digital Financial Reporting, view Dynamic Figures - Document Text to learn more about including dynamic figures in your content block text.
- To view or edit dynamic figures and formulas, visit the Dynamic Figures Tool.
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