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Pushing data from an analysis to a new engagement

Article author
Chrissy Bridges
  • Updated

Summary

The article talks about pushing data from analysis to a new engagement.


Prerequisites

You must have a completed general ledger analysis.


Navigation

To perform this task, you will need to navigate an engagements Data page.


Procedure

Use the Actions dropdown menu and select Roll forward to open the roll forward pop-up. You will see the option of a new engagement, which will be selected by default, or an existing engagement.

A list of all completed general ledger analyses will be shown including their last modified date. Use the checkboxes to select every analysis to roll forward into the new engagement.

Once satisfied, select Roll forward.

roll-forward-push.gif

Note: Rolling analyses forward may take some time.


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