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