The percent funded analysis report analyzes the financial strength of your reserves as of the selected start date. Moving further, let us take a look at how it is generated.

Follow the above-mentioned workflow to land on the Reports module.

From the tabs listed atop the screen, click Component Analysis. Doing so displays all pre-loaded reports that exist in the component analysis category.

From the displayed list, click Percent Funded. Doing so opens the percent funded analysis report.

In this report, a breakdown of each component category is displayed with the information tabulated via various columns that include Component, UL, RUL, Effective Age, Current Replacement Cost, Starting Reserve Balance, Annual Fully Funding Requirement, Fully Funded Reserve Balance, and Annual Reserve Contribution.

To edit the settings of the report, click the Edit Report Settings button from the top-right corner of the screen. Doing so opens a panel on the right side of the screen.

Here, choose how the funds are distributed using the Select How Funds are Distributed dropdown. You can either choose to distribute funds equally or weighed.

As the selection is made, click the Save Report Settings button.

To apply filters to the report, click the Filters button.
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To filter the report on the basis of component name, general ledger code, cost center, or project, type in the required parameter in the Name/GL Code/Cost Center/Project field.

Moreover, to filter the report on the basis of a specific location, use the By Location dropdown. All existing locations are listed in this dropdown. You can mark the checkbox(s) for the location(s) you want to include in the report. To select all, mark the All checkbox.

To filter the report contents on the basis of a specific category, use the By Category dropdown. All existing component categories are displayed in this dropdown. You can either select all (marking All checkbox) or choose specific ones by clicking the corresponding checkbox(s).
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Additionally, you can also filter the contents of the report based on a specific tag. For this purpose, use the By Tag dropdown. You can either select all (marking the All checkbox) or choose specific tag(s) (marking the corresponding checkbox(s)) from here.
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To reset the applied filters, click the marker icon.

Once all the required filters are applied, click the View as PDF button to download the report in a .PDF file.
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To extract the report in a .CSV file, click the Export to Excel button.

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