You can use the Flow-Through functionality to transfer a percentage of data from one unit to another which is useful for partnership reporting. To enable Flow-Through, an appropriate License Code and License Key are required. You can manually calculate the Flow-Through Factor Results or run the Flow-Through calculation, automatically when you run a report. You must set up the system parameter to run the calculation.

 

In the Flow-Through page, you define the Source and Target relationship, the Flow-Through Profile, what percentage, and an elimination.

 

To set up the calculation to manually Calculate Flow-Through Factors:

•In Administration, click System > Manage Configurations > Advanced Functionality > Flow-Through > Yes for Display Calculate Flow-Through Factor Results menu item.

The option Calculate Flow-Through Factor Results will appear in My Datasets > Calculate.

 

To manually calculate the Flow-Through Factors:

1.Select My Datasets and then More.

2.Click Calculate Flow-Through Factor Results.

The message appears "Are you sure you would like to calculate unit factor results? WARNING: This will erase all existing flow through data before calculating the new results."

 

To set up the calculation to Automatically Calculate Flow-Through Factors:

•In Administration, click System > Manage Configurations > Advanced Functionality > Flow-Through > Yes for Automatically Calculate Flow-Through Factors.

 

To automatically calculate the Flow-Through Factors:

•When you set up the system parameter to Automatically Calculate Flow-Through Factors, the Flow Through is calculated when you run a report.

 

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Notes:

•If a unit is locked, you cannot transfer data to another unit. A message appears "The Source/Target unit data can not be moved."

•To exclude all Flow Through classes for the Target dataset add the Dataset parameter EXCLUDEFLOWTHROUGH.

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SeeFlow-Through for more information about transferring data from one unit to another.