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.  

4. Select the Reporting Period and Time Frame to use for the chart in Step 2. 
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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. 
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7. In Step 4, select the Financial Statement Components you want to generate in the chart. 
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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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