If you already have PlanGuru Analytics added onto your PlanGuru Plan, you can easily create visually exciting dashboards and reports. Here's how to get started:
1) Inside PlanGuru, within each Scenario you would like to be read by Analytics, you will need to "Sync Data" in the left nav bar Utilities > Sync Data
2) Then once you login to PlanGuru Analytics you will be able to :
-Add a new Company
or Open an existing Company that you've already created.
3) Then select which scenario will be your Default Actuals. This will set a default scenario to initially build your metrics from. (You can always change this later in Company Settings)
4) Then you will see a default set of Dashboards. However, to pull all your accounts and data you previously synced within your Company in PlanGuru, you will have to click blue sync button in the bottom left of Analytics. This may take a few minutes your first time syncing.
5) Once the Sync is complete, you will have access to build out the metrics you'd like to see within your Dashboards and Reports!