Using Reports Home Page

To open any Dynamic Report or reports-related artifacts such as Report Sets, Report Collections, and Documents, click Reports from the Planful application's left panel to access the Reports home page. The home page displays the list of all reporting artifacts that you have permission to access and is equipped with multiple capabilities that allow you to manage and work with your reports efficiently.

Apart from accessing the existing reports, you can do the following on the Reports home page:

• Create new reports

• Refresh the home page

• Mark the important or frequently accessed reports as your favorite reports

• View recently accessed reports

• Use the Search feature to open any existing report quickly

Top Menu Actions

You can perform the following actions on the Reports home page:

• Refresh - Click this icon to refresh the page.

• New- Select this icon to add one of the following:

  • Folder - Select this to add a folder for storing reporting artifacts. Enter the Folder Code, Folder Name and select the Folder Location from the dropdown. Click Ok.

  • Report Set - Select this to create a Report Set, a flexible reporting tool that can be used on Dynamic Report's Row or Column axis. Select a Report Set Type from the dropdown. Enter the value for Code, Name, Reporting Area, and Dimensions. Select a Folder location where you want to add the report set. Click Save. For more information on adding Report Set, click here.

  • Report Collection - Select this to add a collection of Dynamic Reports. For more information on Report Collection, click here.

    

  • Document - Select this to load a document. Enter the Document Code, Document Name, and Upload Document using the Browse option.

    

  • Financial Package - Select this to create a Financial Package Publisher report. Enter the values in the Details and Content section of report properties and click Save. For more information on the Financial Package, click here.

    

  • Dynamic Report - Select this to add a Dynamic Report. You can use a Dynamic Report to create queries on the go along with structured financial reports, which utilize reusable Report Sets. Select a Reporting Area from the drop-down and click OK. For more information on Dynamic Report, click here.

    

• Edit - Select this icon to edit a folder.

• Delete - Select this icon to delete the selected reports.

• Run - Select this icon to run the selected Dynamic Report or Report Collection.

• Apply Filter - Select this to apply the filter on the grid.

More Options

You can view the following options under the More list box based on your security settings.

• How to Copy an Existing Report?

• How to Rename a Report?

• How to Use Add to Favorite or Remove from Favorite Option in a Report?

• How to Use Setup Option in a Report?

• How to View the Usage Report Option?

• How to Use Show/Hide Properties in a Report?

• How to Export a Report in Excel Format?

Share

The Share option is used to manage access and share reports. Click here to learn more about the share option.

File Cabinet

File Cabinet provides you the ability to store and organize reports, and report artifacts such as Reports, Report Sets, Report Collections, and Documents in a hierarchical folder structure. You can view default folders and sub-folders when you open the File Cabinet page for the first time.

Navigate to the Reports icon from the application home page to access the Reports home page.

Access the File Cabinet from the Reports page as shown below.

To open any artifact in the File Cabinet, there are 2 options:

1. Click the artifact label link to open the artifact directly.

2. Select the check box next to the artifact label and then select an option in the toolbar to work with the artifact.

Note:

The Selected Folder option is available only when a folder is selected in the File Cabinet.

Favorites

The following are some points to remember related to the reports you add in Favorites:

• For a Reporting Administrator user, when the security associated with an artifact (report or folder) is changed, the affected Reporting Administrator user(s) will still have access to the artifact. The artifact will not be removed from the Reporting Administrator’s Favorites.

• For a Reporting user, when the security associated with an artifact (report or folder) is revoked by a Reporting Administrator or Reporting user, the affected user(s) will no longer have access to the artifact even though it will appear in their Favorites.

• No matter if you are a Reporting user or Reporting Administrator user, when permissions to an artifact are copied, the artifact will not be present in Favorites for the target user even if present in Favorites for the source user.

• Favorites functionality does not apply to user groups.

Recent

The Recent tab displays the list of reports recently accessed by you.

Search Reports

Enter criteria to search for specific artifacts or click the gray arrow to expand a search pane (shown below) where you can select specific search criteria.

Note:

The Selected Folder option is available only when a folder is selected in the File Cabinet.

Best Practices

• We recommend administrators review the usage of artifacts and remove the unused artifacts periodically (at least once in 6 months).

Limitations

• A maximum of 10 reports can be opened simultaneously.

• A maximum of 100 reports are displayed on the File Cabinet Page. If the reports exceed more than 100 then it is displayed on the next page.

• A maximum of 50 reports can be added to the Favorite list.

• A maximum of 50 reports are displayed on the Recent page.

• A maximum of 5MB document is allowed on the File Cabinet page. You can split the file if it exceeds 5MB.