FAQ: How Do I Update Model Reports for a New Year?

The model reports display data based on the properties you set for the report elements. You can modify the report to review the properties. Also, you can then modify the column elements by right-clicking and selecting from the context menu options.

Example: A model report displays data for the current version for the Jan-Dec 2023 timespan. To update this report for 2024, you can:

Adjust the
Range
property for the
Timespan
element.
Adjust the report version from the
Filters
option.
Use the
Save as
option to save the report with a new name and avoid overwriting the existing report for 2023.