Managing Existing Customized Ratios

The Customized Ratios & Indicators screen, accessed via the following navigation, displays a list of all the customized ratios that have been built.

Defaults > Customize > Ratios > Setup Ratios

Use the following fields/buttons to manage existing ratios.

 

Name

Description

Add Ratio

Click this button to build a new ratio

Category

Credit Action category to which the ratio is assigned

Delete

Click this button to delete existing ratio

Duplicate

Click this button to duplicate an existing ratio

Edit

Click this button to edit an existing ratio

Include on Standard Report

Check box determining if the ratio appears on the Ratios and Indicators report

Show Error Details

 

Check box determining whether an asterisk is displayed next to any customized ratio that has an error when it is placed on a Credit Action form

Use

Check box determining if the ratio is available to add to custom groups and reports

 

Ratios with errors are highlighted in orange. Hover the mouse pointer over a ratio in error to display text describing the error.

 

 

Refer to Creating or Updating Customized Ratios for information about updating your ratios.

 



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