Running the Payor Analysis report

Use this report to view a summary of Payor-level data for a selected scenario for all years.

To run the Payor Analysis report:

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

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

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

    Options Description
    Select Scenario
    1. Click Choose Value.
    2. In the Choose Value dialog, select the scenario to include.
    3. Click OK.
    No. of Projection Years Select the number of projected years to include in the report.
  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.