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Why doesn't the report data match the projections on the dashboard?
Why doesn't the report data match the projections on the dashboard?

Sometimes the report can have old data in it.

Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

If you created a report, then went to the projection and updated the data, the report does not automatically update. This is so you can create various report versions if you need to illustrate differences, etc. However, if you click the update button next to report options, it will update the figures in the report to the current projection data.

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