Running the Capital Summary by Model report

Use this report to create a summary of capital spending for the selected scenario(s) by model.

To run the Capital Summary by Model report:

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

  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
    Filter by select group of scenarios?

    Do the following:

    • To display scenarios in the report filtered by their assigned group, select Yes.
    • To not display scenarios by assigned group, select No.
    Select a SCENARIO
    1. Click Choose Value.

    2. In the Choose Value dialog, select the scenario to include in the report.

    3. Click OK.
    No. of Projection Years
    1. Click Choose Value.
    2. In the Choose Value dialog, select the number of projection years to include in the report.
    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.