October 15, 2024 - Release Notes - Exporting Scenario Comparisons

Building on the recent release of our dedicated Scenario Comparison feature, you can now create customizable exports to share with your clients.

Once you've selected your desired scenarios and metrics, you can download the Summaries table as a PDF or Excel file using the buttons in the top-right corner of the Scenario Comparison modal.

You can customize the print settings to adjust the margins and final layout before saving it as a PDF or printing.

Similarly for the Trends, once you've selected your desired scenarios and metrics, you can customize and download a PDF file.

The Scenario Comparison charts and tables are currently available as standalone documents and haven't yet been integrated into the Client Report. If you're interested in adding these charts and tables to the Client Report, please reach out to our Customer Success team at [email protected] or 1-888-758-7977 Option 1 to discuss your ideal layout and experience and we'll share your feedback with our product development team.