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Create New

Opens a small window to create a new workspace or report.

Favorites‍

Expands to show your ten most recent reports and any items marked as favorites.

Reporting

Lets you search, filter, and access all reports, graphs, and packets.

Scheduler

Automates report generation and distribution across your organization.

‍Dashboard Designer

Create and customize your own dynamic dashboards.

Budgeting & Forecasting

  • Budget Overview

  • Budget Templates

  • Position Management

  • Final Approval

  • What-If Scenarios‍

Access the full budgeting suite including:

Displays your full budget structure and progress at a glance.

Shows all templates by budget year and version.

Manage positions within your budgeting model.

Review and finalize budgets before submission.

Run hypothetical forecasts for planning flexibility.

Widget Designer

Create, customize, and manage widgets that display data on your Launch Page.