How To View The Formulas Behind a Display

Want a to explore the formulas and account codes behind a display?

Click the f(x) tab below any display to learn more.

This option may not be available on certain formatted reports. If you have questions or need more information, please contact your account manager or our support team.

All formulas used in a chart or table are listed there, with a breakdown of individual account code components. By default, they appear in a summary format, but you can expand sections manually or use the "Expand All" option to view all formula details at once.

Why It Matters

Understanding the breakdown of a formula can help you:

  • Transparency & accuracy – Ensure calculations align with expectations and organization standards.
  • Troubleshoot discrepancies – Identify unexpected results by tracing metrics back to their account codes.
  • Compare formulas – See how different calculations stack up across displays and peer groups.
  • Improve training & knowledge – Build confidence in interpreting and using financial metrics effectively.
  • Enhance custom displays – Leverage complex formulas and detailed account codes to build more tailored custom displays.

Peer Pointer!

For an even more detailed breakdown, select "Include breakdown of built-in accounts." Keep in mind that enabling this option may slightly increase loading time, depending on the complexity of the metrics.

Want to learn more about the metrics and codes in the formula breakdown? Explore these additional resources:

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