Finding Your Way Around

You can also access other areas of the system from the navigation bar - not just your account.

  1. 1

    Budget Calculation Lists

    A list of previously completed or in-progress forms, and access to start new forms. This is described more in the next help article.

  2. 2

    Data Explorer

    Dashboards showing data insights related to your Formulate data. Data Explorer also includes the Extract function to extract Formulate data from Formulate Portal into a spreadsheet format.

    This tab is only available to those with ‘Elevated’ user access permissions.

  3. 3

    Give Feedback

    An area for users to send feedback on the application. You can give the screen you are on a star rating and provide addition comment. 

    Please note:

    Do not type client identifiable information within this comments box - Information here will be sent directly to Imosphere Ltd.

  4. 4

    Knowledge Base

    A direct link from the system to this Knowledge Base, to access how-to-guides and help when you are using the system.

  5. 5

    Your Account

    For managing your password and other account details. Administrative users access user management from here.