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How do I analyse Scenarios in Reports and Dashboards
How do I analyse Scenarios in Reports and Dashboards

Scenarios are layers you add to existing Budgets and can be selected in the Report Builder Screen or on the Dashboard Screen

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

To view the impact of Scenarios on your existing budgets in Reports navigate:

  • Reports > Builder Screen

  • Select the Template

  • Set the Budget Version

  • Add the Scenario/s

  • Refresh the screen to Preview

You can SAVE this selection to a Report Bundle for future reference.

On the Dashboards screen, in the orange banner you can Select

  • Organisation

  • Budget Version

  • Scenario/s

  • The Dashboard will automatically refresh

You can add a saved configuration for a Dashboard to a Report Bundle in the Bundle Screen, select the Bundle to add to and then select ADD A DASHBOARD, set the criteria as required and ADD Dashboard.

See the Scenarios: Overview help article for more details.

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