This article is intended for: Administrators of the Disclosure Studio.
Use this article after: You have rolled the MDFM forward.
Interactive Guide
Step by Step Guide
- To roll the report forward, we need to navigate to the home screen of Disclosure Studio.
- Select "Settings".
- Select "Roll Forward".
- Select the report you want to roll forward.
- Then click "Next".
- Click "Next".
- Click the "Select period" field and select your next fiscal period.
- Click "Next"
- Select the pencil icon to edit the fiscal year variables.
- You will have to repeat this process for as many fiscal year variables that you utilize in your report. Doing this will automate all fiscal years inside of your report.
- Once complete, click "Next".
- Review all details of the roll forward. To edit any fields, select the pencil icons.
- Click "Execute Roll Forward".
- You will see a notification that the roll forward process was initiated.
- To check on the status of the roll forward, select "Activity Log" in the Settings menu.
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