Financial Comparisons
Report type key: financial_comparisons_markdown
Configuration type: Financial
Group: Financial
Latest vs previous bucket, trailing windows, and plan-vs-actual when targets are mapped.
How to get it
- Create and save a Financial configuration.
- Enable: Financial family comparisons.
- Run the job and wait until completed.
- Open Reports (
/reports), select that job, and choose this type.
Markdown viewer: /markdown/JOB_ID/financial_comparisons_markdown
API: GET /reports/JOB_ID/financial_comparisons_markdown
The family was off, mappings were incomplete, or the step failed. Check job logs and Analysis & LLM. Skipped Financial KPIs mean unmapped fields, not zeros.
How to read
Latest-vs-prior is one step — use Time for the full series. Unmapped plan is skipped, not 100% attainment.
Companion artifacts
| Key | Artifact |
|---|---|
financial_comparisons_markdown | Markdown report |
financial_comparisons_notebook | Jupyter notebook |
Markdown, notebook, and graphs for the same family usually land together. JSON feeds Analysis Insights.
Related
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