Working with Financial Package

Prev Next

Financial Package Overview

Financial Package utilizes content from sources internal and external to Planful to generate multi-page reports that can be distributed across your organization.

Financial Package allows you to gather and organize content from various sources and generate output into a single Microsoft Word or Microsoft PowerPoint document.

Access an existing Financial Package report in the File Cabinet or add a new one by navigating to the File Cabinet, selecting Add, and then selecting Financial Package.