I have financials. What do I need to do to produce a report myself?

Here we provide a brief overview of the Client Data Entry offering. For in-depth training and questions, please contact your Client Services representative.

You will see the option to allow for inputting financials along the top of the screen on the right side, under "Program Management"

Creating a New Company

• Click "New Industrial Company" or "New Financial Company" as appropriate. Most companies, except banks, investment firms etc will be industrial in nature. You will know a Financial Company based on the layout of its financials. If you click on "New Financial Company" and the inputs page for the statements does not look like the financials you have on hand, you should exit, and rate it as an industrial company

• You can enter up to 3 periods of data - to add a period, click "Add Period" at the top of the resulting screen

• Similarly, clicking "Remove Period" will discard the most recent period added

• You can save your work as you go along by using "Save" at the top right; when you are done, click "Submit" (next to "Save") to receive your report

Data Entry Specifics

• The data that you need to produce an FHR report does not change and can be found here

• There are 3 tabs of info you'll need to fill in: Company Info, Income Statement, Balance Sheet & Cash Flow Statement (optional)

• Company Info includes: Data Scale, Currency Code, Industry Code, Sector Code, Data Confidentiality & Country

• Industry Code - you are required to select one of the 24 different industry models as appropriate. Selection should incorporate an assessment of the company's core business operations and structure

• Sector Code - unlike the Industry Code, the Sector Code will not affect the rating and is used primarily for reviewing the company against its sector peers

• Data Confidentiality - "Private" gives our full suite of reports, while "Confidential" produces a non-financial report, which does not contain underlying data

• Income statement entry: All interim data must reflect 12 months of income statement data. Essentially, if you have partial year financials, you will need to "roll" these with the previous historicals to produce a 12 month period. These numbers are what you should enter

• Balance sheet entry: does not need to be rolled and can be entered as is

• Proportional roll: This is done when you have the current year interim period and the most recent full year available. To find the annualized sales revenue, for example, you need to use the following formula: Annualized sales  = current interim sales + [Full year sales * (12 - # of months in current interim)/12]. Essentially, you are adding the current interim period to the simulated remaining month
• Perfect Roll: This is done when we have a current year interim period, the prior year interim period, and most recent full year. To find the annualized sales revenue, for example, you need to use the following formula: Annualized sales = full year sales + current interim sales – prior interim sales. This formula needs to be repeated for all line items on the income statement.

• Gross up: This is done when there is only a current interim period and no most recent full year available. To find the annualized sales, for instance, you need to use the following formula: Annualized sales = Current interim sales * (12 / # of months in current interim). If less than 9 months are available for a gross up, we recommend waiting until at least 9 months are available.

Refreshing an existing report

• Adding more periods at a later time: Enter the company's name or ticker in the interface on the Private Company Data Entry page. Click on the correct option, then click "Add new Period"