Running the Consolidating by Model-Enterprise report

Use this report to create a consolidating set of financial statements for a single year for a selection of models.

To run the Consolidating by Model-Enterprise report:

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

  2. Refresh the data in the report by doing one of the following:

    • In the Admin ribbon tab, in the Workbook Options group, click Refresh Data.

    • Press F9.

  3. 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 a Comparison Year Select a year to include in the report.
    Select Scenario
    1. Click Choose Value.
    2. In the Choose Value dialog, select the scenario to include.
    3. Click OK.
    Model Grouping Select the model group to include in the report.
  4. At the top of the report, in the Financial Planning Year cell, select the planning year data to view.

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