SpotlightXL Manage Office Reports Subtask

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Overview

Office Reports provides users the optional ability to publish reports built with Excel, Word, or PowerPoint to the Dynamic Planning cloud. The ability to publish and store reports in the cloud is a collaboration feature to make it easier to store your most common monthly reports in one place. Published reports can be downloaded by other users.

Setup

With the Setup subtask, you can create a template that acts as a placeholder for each report that will be published and made accessible to users. One template can be used for either an Excel Report, Word Report, or PowerPoint Report. Each template reserves a spot for only one report in the Dynamic Planning cloud.

Property	Value	Description
Name	Select from the drop-down for the type of template to create. Or select an existing template to modify it.	This uniform resource identifier (URI) connects Dynamic Planning and Structured Planning, Consolidation and Reporting.
Description	Optional	Enter a text description of the report.
Created On	This cell is populated by the system.	The date the template was created.
Created By	This cell is populated by the system.	The username of the user who created the template.
Modified On	This cell is populated by the system.	The date on which the template was last modified.
Modified By	This cell is populated by the system.	The username of the user who last modified the template.
Group	Access	Select the group that you want to specify access for from the drop-down. Under Access, choose from Publish or Download. Groups with Publish access can both upload and publish reports and download reports. Groups with Download access can only download reports.

For step-by-step instructions, see Publish the Report.

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Using Token Management

Table of contents

Overview
Setup