Report

With Report, you can view static reports and share reports with users in your organization for collaboration and review by operational employees and strategic approvers. For the Report task, the only subtask available in Spotlight is Run. Run a report by selecting the Report task and the Run subtask. Select a report from the Report list box.

Additional Information:

• To design a report, use SpotlightXL (Excel) for more extensive options.
• Reports that include Excel formulas are supported.
• Reports that include Suppress Empty Rows or Columns are supported.
• The limit on cells in the reports is 100K.
• Basic cell editing features such as Ctrl+C, Ctrl+V, and drag and drop are supported.

Report Collection in Dynamic Planning

Report collection is a feature that allows you to efficiently create a library of reports that can be scheduled or distributed to specific users or user groups regularly. This feature streamlines the process of running and sharing multiple reports as email attachments.

Using the report Scheduler, you can efficiently distribute reports daily, weekly, or monthly, based on specific user or user group requirements, without the need for time-consuming manual work. Furthermore, this feature ensures that users can access the latest report data via Excel Output.

Prerequisites

The following conditions must be met to add, edit, or view a report in the reports collection:

1. The tenant must be unified. For more information, please refer to Unified Tenant.
2. The Enable Report Distribution flag should be set to Yes. Contact Planful Support to enable this flag.
3. The user must be a Power User.

Actions

You can perform the following actions on the Dynamic Planning Report collection landing page:

• Refresh - Click this icon to refresh the page to get the updated list of Report Collections.
• New - Select the Dynamic Planning Report Collection folder and then select this icon to add a new report collection. 
  • ReportCollection - Select this to add a collection of Dynamic Reports.
• Delete - Select this icon to delete the selected reports.
• Run - Select this icon to run the selected Dynamic Planning Report Collection.
• Apply Filter - Select this to apply a filter on the grid.
• Search - Enter criteria to search for specific artifacts or click the gray arrow to expand a search pane where you can select specific search criteria.

Charts Supported in Spotlight Web Reporting

Charts are supported in both Excel and the Web. See Supported Chart Types and Formatting for a list of supported chart formats.

Support for Multiple POV Selections in Spotlight for Direct Connect Models

You can select multiple members of page filters for views and reports built on Direct Connect Models. A Direct Connect model is one created with Direct Access to PCR enabled.

For detailed information on Direct Connect models, click here.

This feature is available for all main, alternate, attribute and attribute hierarchies added to page filters. There is no restriction on the level or number or combination of members selected on each dimension.

If you decide to move the dimensions from the page to a row or column, the dimension tree is updated intuitively to display the dimensions.

Once you move the dimensions selected from the page to a row or column, you can save the view as a report and run it.

Cell Limitation in Spotlight Web Reporting

The limit on cells in the reports is 100K. If the report has more than 100K cells, then you will see an alert message. We recommend to design the report with less than 100K cells. If you need more than 100K cells, please contact Planful Support.

Cell Editing in Spotlight Web Reporting

In reports enabled with Save, you can copy and paste the contents of data cells using Ctrl+C and Ctrl+V. A dotted box appears around the copied cell.

You can copy and paste within the formula bar, and drag and drop within the formula bar.

You can drag one cell to another location by selecting a cell and dragging the border to move the cell.

Standardized Font in Spotlight Web Reporting

The font used to display Spotlight Web Reports is standardized as Arial 9-point. However, you can modify the font of headings and other text items in your report designs and save them.

Quick Math Functions Support in Spotlight Web Reporting

The Web Reporting window includes quick math functions such as Sum, Average, Count, Min, and Max in the status bar. When you select a range of cells, the values in the quick functions update automatically.