Skip to content
English - United States
  • There are no suggestions because the search field is empty.

How to Leverage Interactive Analysis in PDF Reports

Saved interactive analysis contributions/withdrawals tables and plan summaries can be added to a PDF report. You can see a quick video overview that walks through adding an interactive analysis to a report below:

 

  1. Edit a report in the Report Builder tool
  2. Click on a blank page, using Add Page on the right if needed
  3. Select the Proposals & Scenarios dropdown in the Modules menu on the right
  4. Drag one of the Interactive Analysis modules over to the page on the right
  5. Add other Interactive Analysis modules if needed
  6. Select Save at the top right