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EIGENN.

Review, Restore, and Export a Planning Model

Preserve a decision point, preview or restore model history, prepare a focused review view, and generate a point-in-time file.

This guide prepares a model for a formal review and preserves a safe path back before major changes.

Before You Start

  • Confirm the model owner.
  • Refresh required actuals.
  • Confirm the active scenario.
  • Confirm calculation status is Up to date.
  • Resolve or identify open formula errors.
  • Know who needs view, comment, or edit access.

1. Create a Named Version

Open Versions and create a label that identifies the decision point.

Examples:

  • FY27 plan for leadership review
  • June forecast before close
  • Approved base before hiring change

A named version remains easier to find than a regular auto-saved copy.

2. Preview the Version

Select Preview.

Confirm:

  • model date range
  • granularity
  • last actual date
  • currency and units
  • key assumptions
  • active scenario context
  • key outputs

Preview does not change the live model.

3. Check Comparability

A version marked Not comparable can use different time or currency settings.

Use it for historical context, but do not present a direct delta as though the structures match.

4. Restore When Necessary

Restore only when the live model should return to the selected state.

  1. Tell active collaborators.
  2. Preview the version again.
  3. Select Restore.
  4. Review the confirmation hint.
  5. Confirm the restore.
  6. Reopen the model and check the result.

Eigenn snapshots the current state before restoring, so the prior live state remains available.

5. Prepare a Saved View

Arrange the model for the reviewer.

Include:

  • the assumptions under review
  • key outputs
  • the necessary periods
  • the intended scenario
  • relevant comments

Save the view with a specific label.

A saved view is live. It does not freeze the model at the named version.

6. Assign Access

The model owner can share the saved view as:

  • Can view for result-only access
  • Can comment for questions and decisions
  • Can edit for a teammate responsible for model changes

Choose the lowest level that supports the review.

7. Copy and Verify the Link

  1. Select the saved view in Sharing.
  2. Select Copy link.
  3. Open the link in another browser context when possible.
  4. Confirm the model, view, scenario, periods, and access.

8. Generate an Export

Choose the file shape required by the review.

  • Use Formatted (.xlsx) for a readable workbook.
  • Use Raw (.xlsx) for a structured Excel file without presentation formatting.
  • Use Raw (.csv) for downstream analysis or import.

Confirm the selected rows, columns, scenario, and version before generation.

Choose the linked-model scope: Current for this model alone, All for every linked model, or Custom for the linked models that you select. Eigenn includes linked models only on a whole-model export run by a workspace Owner. A saved-view export always covers the current model alone.

9. Save a Reusable Definition

When the same output is needed repeatedly:

  1. Open Export and download.
  2. Enter a definition name.
  3. Choose the format.
  4. Select Save.
  5. Select Generate when the latest file is needed.

The definition runs against the current state of the model each time. A definition saved with the All scope re-resolves its linked models on every run, so a model linked later is included automatically.

10. Check Run History

Review:

  • status
  • generation time
  • file name
  • row count
  • available download

A large export can be queued. An inline export can appear in history without a stored artifact for later download.

11. Record the Review

Keep these details with the decision:

  • model name
  • named version
  • active scenario
  • saved-view label
  • actuals boundary
  • export generation date
  • open comments or approved proposal

Troubleshoot

Restore is not available

Confirm model-wide version permissions. Shared-view access can allow preview without restore.

A named version cannot be deleted

Check dashboard and comparison references. Remove or update the dependent artifact first.

The saved view changed after the review

Saved views show the live model. Use the named version and exported file to preserve the reviewed point in time.

The export remains queued

Check run history after processing completes.

The generated file does not match the shared view

Review the export scope and selected view before generating another file.

Next Steps

  • Planning Versions and Collaboration
  • Planning Views and Exports
  • Collaborate on a Planning Model

Review a Customer Finance Record

Examine customer-level invoice exposure, payment behavior, communications, and follow-up work before you make a collections or forecast decision.

Run a Finance Operating Review

Move from source health to actuals, plan variance, invoice exposure, and scenario-backed decisions.

On this page

Before You Start1. Create a Named Version2. Preview the Version3. Check Comparability4. Restore When Necessary5. Prepare a Saved View6. Assign Access7. Copy and Verify the Link8. Generate an Export9. Save a Reusable Definition10. Check Run History11. Record the ReviewTroubleshootRestore is not availableA named version cannot be deletedThe saved view changed after the reviewThe export remains queuedThe generated file does not match the shared viewNext Steps

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OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsReceivablesReceivables AnalyticsReceivables ControlsScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
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Overview