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CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes to new survey

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Page 1: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

CBS-DNB Finances of Enterprises and Balance of Payments

Ger Snijkers

Information meeting – Amsterdam - 25 June 2018

Notes to new survey

Page 2: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

Ger Snijkers

25 June 2018

Information meeting on CBS-DNB Finances of Enterprises and Balance of Payments

A new combined CBS-DNB report: A more streamlined reporting process

Page 3: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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Combination of: • Statistics Netherlands (CBS): Quarterly and Annual Survey of Enterprises (KSFO and SFGO)

• De Nederlandsche Bank (DNB): Monthly and Yearly Balance of Payments reporting (DRA)

• How was it before? • How will it be?

o Getting started with the survey o Tips

One single reporting framework

Page 4: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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Page 5: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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Page 6: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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www.cbs.nl/betalingsbalans / www.cbs.nl/balanceofpayments

Video Getting started: Logging in and completing the survey

Page 7: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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• Follow the user instructions:

o www.cbs.nl/betalingsbalans / www.cbs.nl/balanceofpayments o Home page of survey

• For an overview of requested data:

o In downloadable Excel template

o Home page: Code list (+ Circuit diagram) + Notes to definitions (PDFs)

• Change language: click on country flag

• Progress: and in the index

• Explanation:

o Brief explanation: click on (i) o In-depth explanation: overview of definitions

(PDF on home page)

Getting started: a few more tips

Page 8: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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• Totals of balance screen reproduced in movement screens and vice versa.

Getting started: relationship between main and detail screens

Totals copied from Balance

to Movements Screen

=/= =/=

Totals copied from

Movements to Balance Screen

=/= =/=

Page 9: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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• “Your reference” on detail screens (movements)

Getting started: another useful tip

Where does this movement

come from: name, source ...

Optional field, but useful for tracing

the source of the data…

Page 10: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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www.cbs.nl/betalingsbalans / www.cbs.nl/balanceofpayments

Video Importing data

Page 11: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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• In Excel file

o Only complete the data fields

• Data format: round up all figures to 1,000s

• Saving data:

o Auto-save

- There is no version management for the survey

o Own version management - Save progress – download to Excel file, - Certainly if more users are completing fields; use “Your reference”

o When you are ready: - Save all in an Excel file (download) – “print”

Importing and saving data: a few more tips

Page 12: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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Reporting

1. Identifying requested information SFO DRA

Overview of requested information:

- download, code list, definitions

Reconciliation with own sources Please note:

- correct unit/entity: Consolidation cluster - differences in definitions - frequency: quarterly figures

2. (as required) Integrate separate SFO and DRA reporting processes based on new survey

3. Setting up a single new reporting process

Towards a streamlined reporting process In 3 steps

Page 13: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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More information? Visit:

• www.cbs.nl/betalingsbalans

• www.cbs.nl/ balanceofpayments

Page 14: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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• www.cbs.nl/betalingsbalans / www.cbs.nl/balanceofpayments

• Homepage survey (Index):

More information? Visit:

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Ensure you are ready for the new reporting system before April 2019 From then on, it will only be possible to report your data with this tool.

A new version of the survey will be released in September 2018

That doesn't have any complications for you!

You can get started right away...

A final tip

Page 17: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes

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• Colleagues in the foyer (with a laptop)

• www.cbs.nl/betalingsbalans / www.cbs.nl/balanceofpayments

o Frequently asked questions (screen: right-hand side)

• CBS-help desk: 045 - 570 6627 (9.00 -17.00)

• … You can of course approach your regular contact person at CBS and DNB

Any questions?

Page 18: CBS-DNB Finances of Enterprises and Balance of Payments · CBS-DNB Finances of Enterprises and Balance of Payments Ger Snijkers Information meeting – Amsterdam - 25 June 2018 Notes