The current funding analysis report represents a snapshot of your current financial situation over the projected 20-30 years.

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

From the tabs listed atop the screen, click Funding Analysis. This displays all the reports that fall in the funding analysis category.

From the list of reports, click Current. Doing so opens the current funding analysis report.
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Like the other reports in Funding Analysis section, the Current Funding Analysis report also has a bar graph with key metrics displayed via color-coded bars.
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Similarly, this is followed by the relevant information tabulated. Like the other reports, data is tabulated via several columns that include Year, Annual Reserve Contributions, Monthly Reserve Contributions(Avg. Per Unit), Starting Reserve Balance, Interest Earned, Total Reserve Funds, Anticipated Expenditures, Ending Reserve Balance, Fully Funded Reserve Balance, and Percent Funded.
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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.
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Here, use the Report Data Source dropdown to choose the data source for the report. You can choose between Display Latest and Display Original.

Moving further, choose the columns you want to display on the report by marking the checkbox(s) alongside the required columns. Once the selections are made, click the Save Report Settings button.

To generate the report in a .PDF file, click the View As PDF button located at the top-right corner of the screen.

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