Summary
Being able to roll data forward is a critical part of accounting consistency and integrity. Rolling an analysis forward (and into a new analysis) allows you to re-use account groupings, ratios, and other settings.
Learn how to roll data forward from an analysis to a new engagement.
Note: Roll forward screens may take some time to load.
Configuration
You must have run a successful general ledger analysis before data can be rolled forward.
Roll forward from an existing analysis
- Use the sidebar to go to the Data page (
).
- Open the Actions menu near the top of the Data page.
- Select Roll forward.
- A pop-up window appears.
- Use the tabs to select whether you would like to roll the data forward to a:
- New engagement: Creates a new engagement in the organization.
- Existing engagement: Allows you to roll the data forward into any organization.
- Follow the steps in the appropriate workflow below to proceed.
New engagement
- In the New engagement tab, check the boxes to select the analysis (or analyses) you want to roll forward.
- Use the toggle to select whether the new analysis should be a full or interim analysis.
- When you are satisfied, select Roll forward.
You will go to the Create engagement page. - Follow the general steps to create a new engagement.
- Go to the Import settings tab in the General settings section.
- Check the boxes next to the settings you want to import from the rolled forward analysis.
- When you are satisfied, select Next.
You will go to the new engagement's Data page, and a new analysis will be created for each analysis you rolled forward. The data you rolled forward will appear beneath a prior period, and the current period will be ready for new data.
Note: You will not be able to alter the following fields when rolling forward into a new engagement: Library, Organization, Engagement, Select analyses to roll forward.
Existing engagement
- Open the Organization menu and select the target organization.
- Open the Engagement menu and select the target engagement.
- Check the boxes next to the analysis (or analyses) you want to roll forward.
- Use the toggle to select whether the new analysis should be a full or interim analysis.
- Select Roll forward.
You will go to the target engagement's Data page, and a new analysis will be created for each analysis you rolled forward. The data you rolled forward will appear beneath a prior period, and the current period will be ready for new data.
Anything else on your mind? Chat with us or submit a request for further assistance.