Day One
- Navigating the user interface
- What is an object?
- Building a simple, structured plan
- Useful features – enable/disable, set report object
- Entering data quickly and accurately
- Opening balance
- Consolidation and plan roll forward
- Version control
Report Writer
- Creating your own reports
- Personalise the date range
- Account selector
- Writing equations
- KPIs and covenants
- Expansion frames Conditional formatting
- Saving custom reports