Calculation

In the context of data management and reporting, the term "Calculation" refers to the process of generating specific results based on the available data. These calculations are essential for deriving key financial indicators, such as tax liabilities, income adjustments, or safe harbor applicability. During the calculation process, snapshots of the data at various points in time can be triggered and selected.

On the home screen, users can select the desired period for which they want to trigger or review a snapshot. The overview shows all previously created snapshots along with essential details, including the associated period, currency, comments, and a timestamp. The system also provides options to export these snapshots and manage them, including deleting them if necessary, subject to appropriate authorization.