Export and copy data

Learn how to publish your completed budget or forecast data to the underlying database, making it available for dashboards, analysis, and reporting, or export it to Excel for use elsewhere.

Easily manage your budgets at both the regional and branch level by using the Financial Statements and Budgets & Forecasts modules together. They’re designed to work seamlessly, giving you a flexible, all-in-one solution for all kinds of budgeting needs.

Learn how to create a custom financial statement to suit your business needs from scratch.

Learn how to manage your actuals, budgets, and other key data that appear in your financial statements—all in one place. The Manage Streams and Scenarios feature (also known as Combined Streams) gives you more flexibility and control over what data users can see when viewing your financial statements.