Running the Model Assumptions report

Use this report to create a high-level view of the assumptions that went into the projections and related ratios.

To run the Model Assumptions report:

  1. In the Fin Plan Admin or Fin Plan task pane, in the Financial Planning Reports section, click Financial Analysis, and double-click Model Assumptions.

  2. In the Refresh Variables dialog, select the following, and click OK:

    NOTE: To return all results, leave the selections blank, and click OK.

    Option Description
    Select Rating Agency Median #1 Select the first Rating Agency Median to include in the report.
    Select Rating Agency Median #2 Select the second Rating Agency Median to include in the report.
    No. of Projection Years Select the number of projected years to include in the report.
    Select a SCENARIO
    1. Click Choose Value.
    2. In the Choose Value dialog, select the scenario to include.
    3. Click OK.
  3. At the top of the report, in the Financial Planning Year cell, select the planning year data to view.

  4. To save the report, in the Main ribbon tab, click Save.