1. FOND Help Center
  2. Financial Planner
  3. Getting Started with Financial Planner

Where Can I Access the Reports?

This article will guide you through the process of accessing a Report and help you create your first report efficiently.

When you log into your FOND account, look for a blue ‘New’ button located in the upper right-hand corner of your dashboard. Click on this button, and a drop-down menu will appear. From this menu, select ‘Report.’ After choosing ‘Report,’ you will be presented with various settings, beginning with the Report Name, which will guide you in creating a comprehensive report tailored to your desired budgetary outcomes. 

When creating a report, make sure you have a Project and version in mind for your financial analysis. For additional guidance on the elements required to produce a successful report, please refer to the article ‘Minimum Report Requirements.’