Going to perform 2nd update of ESPlanner

Back in June 2017, I purchased the ESPlanner software and created my first plan using YTD data as of 12.31.16. I’m now at the point that I have all of our 2017 data, and ready to perform my 2nd update. I just wanted to know from any long-term user if there is a way I can do the following….

1) Freeze the data inputs from June 2017 - i.e. save the .mdb under a new name referencing June 2017.

2) Reopen the June 2017 file, and then save it off as Feb 2018

3)Update the data points that have changed.

Any help would be appreciated. Michael

Comments

dan royer's picture

I think the way to do this is just to create an archive of a PDF report of your 2017 report, but you may need to override the current year since your computer knows it's currently 2018. It's always good to have a backup of your database.

TNSM05's picture

Thanks, Dan!

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