How to Create Report Collections in Dynamic Planning

Report Collections provide advanced distribution capabilities for a set of Reports, enabling users to generate and distribute reports in Excel format. The report collection is created and distributed via the cloud and can then be attached to emails and sent to designated recipients. 

To create report collections in Dynamic Planning, follow these steps:

1. In Spotlight Web, click Reports, then click the Add icon and select Report Collection.
   
   
2. In the Report Collection window, enter the Code and Name in the General Information tab, then select Dynamic Planning from the Reporting Area drop-down to automatically select the Dynamic Planning Report Collection in the Select Folder field.
   
   
3. On the Reports tab, click the Select Reports link to add reports to your Report Collection.
   
   
4. Select reports from either Spotlight Reports or Excel Reports in the Select - Dynamic Report window.
   
   
5. Click Add to display the reports in the Selected Reports pane. In the Action column, you can rearrange or remove any unwanted reports.
   
   
6. You can add, duplicate, or delete a tab in the Report Collection using the Tab drop-down menu. Navigate to Settings to adjust the Report Collection output settings.
   
   
7. Select the Generate Single Output File checkbox to generate a single workbook with an individual sheet for each report in Excel.
   Note:

   If the Generated Single Output File checkbox is not selected, an output file will be generated for each report.
8. Select the Custom File Name checkbox to enter a name for the report.
   Note:

   The default report name will be updated if this option is not selected.
9. Select Name from the Tab drop-down list.
   
   
10. Select Name from the Report Name drop-down list and select Include to display the Date and Time in the exported report collection.
    
    Note:

    Optionally, you can also select Exclude to not display the Date and Time in the exported report collection.
11. Now, click Distribution and select the Send email notification to user(s) checkbox to send an email to selected users or user groups, and click the Compose Email link to create the email draft.
    
    Note:

    You can perform the following actions for customizing the email:

    • Customize the subject and body of the email.
    • Add e-mail addresses of Planful and non-Planful users in the CC.
12. Select Include reports as an attachment to attach the Report Collection output to the email. Then, select Add / Remove User – User group to designate Planful Users, User Groups, and non-Planful Users for sending or sharing the output.
    
    
13. Click Scheduler and select the Start Date from the calendar icon and select Start Time from the Time drop-down list.
    
    
14. Select the Time Zone and optionally check the Repeat box to repeat the schedule. Select a Repeats option, specify the Recurrence Ends, and enter the email addresses in the Email Recipients box to schedule report distribution.
15. Click Save.
    
    
    Notes:

    • Save: Select this option to save the Report Collection. 
    • Save As: Select Save As to create a new report collection with a different name. The General Information, Reports, Settings, and Distribution tabs will be copied, but the Scheduler will be empty for setup. The report collection will not run during this process. 
    • Run: Select this option to run the report.

How to Toggle the Scheduler for Reports in Dynamic Planning Report Collections?

On the Dynamic Planning Report Collections landing page, you can turn the Scheduler On or Off. Simultaneously, you can also enable or disable the Scheduler for multiple reports.

1. Navigate to Reports and select Dynamic Planning Report Collections.
2. Select a single report collection and select On/Off from the Scheduler drop-down list.
   
   
3. Optionally, you can select multiple reports and click the Scheduler ON or OFF icon in the menu bar.