Use Details to record the visible row, year, and value for the selected Financial Insights scenario.
Open the client's Financial Insights.
Confirm Current Scenario.
Open Details.
Select the visible table that contains the result you are reviewing.
Record the exact table name, row, column, year, and displayed value.
Record the source figure you are comparing, including its screen, label, year or date, and value.
If reviewing a change, capture the before and after states without changing another input.
A Details row documents the displayed result. It does not by itself explain the calculation, cause, correctness, or advice that should follow.