How to Generate a CAR Analysis (RO Investment) Report

The CAR (Capital Acquisition Request) Analysis report, specifically the Return on Investment (ROI) report, helps you evaluate the efficiency and profitability of your capital expenditures by calculating the ROI. This metric is essential for understanding the returns generated from investments relative to their costs.

Return on Investment Report

• From the main dashboard, select the Reports option.

• Select CAR Analysis (ROI). 

• Use the portfolio on the left to choose the parent entity you would like to see in this report. 

Configure Report Settings

Limit to:

• Show Combined Result of this Entity Including all Dependents: Select this option if you want to include the selected entity and all its dependent entities in the report.
• Show Only this Entity: Select this option if you want to see the report for the selected entity only.

Time Frame:

• Select the time frame you want to analyze by choosing Past # Months.
• Number of Months: Enter the number of months you want to include in the analysis.
• Ending: Set the end date to “2024-06-26” or the desired end date for your report.

• Click on the Generate Report button to generate the report.

• Review the report details displayed on the screen, which will include the average payback period and other relevant metrics. If needed, you can print the report by clicking on the Print This Report button.

By calculating the ROI, you gain valuable insights into the returns generated from your investments relative to their costs. Utilizing this report in Capexplan enables you to make informed decisions, optimize your investment strategies, and ensure that your capital expenditures are aligned with your organization’s financial goals.