Your forecast and budget summaries are now ready to be included in report packs. Export your Summary Page in seconds and drop it straight into any report — giving stakeholders a clear, polished view of your financial position without the copy-paste juggling act.
What's new? 🧐
With this update, you can:
Download on Demand: Export data directly from the Summary Page tab within any budget or forecast — exactly when you need it, with no extra steps.
Create Flexible Dashboard Exports: In full control of what gets shared, you can choose whether to include or exclude the summary page when downloading from the main Forecast or Budget Dashboard.
Report Seamlessly: Snap your summary page straight into the budget or forecasting sections of a report for a complete, professional output every time.
Use Custom Date Ranges: Pinpoint exactly what data you need by setting specific start and end dates — whether you're exporting from the budget/forecast view or building out a report.
Access Smart Visualizations: Your visuals automatically adapt so your data always looks its best:
Charts dynamically switch between bar and line graphs based on the volume of data points, keeping things clear and meaningful.
X-axis date intervals self-adjust for clean, readable spacing no matter the timeframe — no manual tweaking needed.
Closing thoughts
If you regularly report on budgeted or forecasted financial data, this is for you! The updates to the Summary Page empower you with a faster, smoother way to present budget and forecast insights to your teams and stakeholders.