When you enter a generated report you have the flexibility can adjust certain parameters and recalculating the report using those inputs. This can be particularly useful if you want to check the result of certain scenarios.
To change any of the editable parameters, click on the Edit button in the Report settings section:
A new module will appear, which will allow you to edit the following fields:
- Share price OB and CB per security: Updating the share price for any of these fields will result in the report to be recalculated using those manually entered share prices for relevant calculations. This can be useful when e.g. simulating a projected share price when running a forecasting report for a future period.
- Report currency: Changing the currency code will result in the report output to be converted to the new currency
- Turnover rate: Updating this turnover rate will recalculate the full report using the new entered turnover rate.
Once the relevant fields are updated press Recalculate Report to recalculate the report using the updated parameters. This will change the particular report to use the updated parameters, both visible in the web-version of the report as well as the excel download.
Note that changing any these parameters do not change any data outside of the specific report, so there is no risk of corrupting data for other reports or other purposes elsewhere in the portal.
If you have recalculated a report but want to return it to its original state you can simply reset the report by clicking the Reset button and confirm the action.