Financial Reporting Create-a-Chart

Use the Financial Reporting Create-a-Chart tool to generate a chart displaying customized financial reporting information for a company or set of companies.

1. Click the Tools tab.  
2. Note: The Financial Fundamentals Create a Chart Wizard can also be accessed from the Accounting, Audit & Corporate Finance Practice area in the Research tab by clicking the Create-a-Chart link under the Go to section on the left menu.

2. Click Create-a-Chart in the left menu and then click SECPlus. 
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3. Follow the numbered steps by selecting a company or set of companies from a saved Company Group or searching for companies using the Find Companies Wizard You can create a new Company Group or manage existing groups using the Create Group and Manage Groups links.
   
   Note: These groups will also be visible in the SECPlus search screens in the Accounting, Audit & Corp Finance practice area.

4. Select the Reporting Period and Time Frame to use for the chart in Step 2. 

5. Click Next to go to the next screen. 
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6. In Step 3, select the Financial Statement type you want to use for the chart. 

7. In Step 4, select the Financial Statement Components you want to generate in the chart. 

8. Click Create the Chart to generate the chart. 
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Related Topics:

• State & Local Create-a-Chart
• International US Tax Treaties Create-a-Chart
• International Tax Rates Create-a-Chart
• BNA State Tax Survey Create-a-Chart
• Payroll Create-a-Chart
• Calculators
• Form/Line Finder
• Cost Basis Plus
• Checkpoint Tools for PPC
• Interactive Tables (i-Tables)
• Using the Create Company Group Wizard
• Using the Manage Company Groups Wizard
• Using the Find Companies Wizard
• Searching Selected SEC Filings
• Searching WG&L Analysis
• Searching FRM Source Materials

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