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.

Ribbon Options Available for Spotlight Web Reporting

When you run a report, different menu options are available based on the report. In the example below, Refresh, Save Data and Breakback options are available.

A description of all ribbon options is provided below.

Refresh

This action updates data in the report after selections are made. For example, after selecting a different dimension member from a POV drop-down, click Refresh to display the data for that dimension member.

Save Data

If you do not see this icon on the menu, then the report does not have Save enabled. See Enabling Menu Items in Views and Reports: Save Data and Breakback.

Saves modified data back to the model. You must have write access to the model and dimensionality for the cells you have modified on the report in order for the data to be saved. If you do not have access or if you have tried to save data for a rollup member, you can submit changes, but they will not be saved.

Breakback

If you do not see the Breakback icon on the menu, then the report does not have Save enabled. See Enabling Menu Items in Views and Reports: Save Data and Breakback.

This action opens the Breakback box where you can select a spreading method and allocate changes in numeric data from the top down.

For details, see Breakback from View or Report.

Export

User can use the following options to export or print the artifacts:

• Export to PDF - Allows you to download a report in PDF format.
• Export to Excel - Allows you to download a report in Excel format.

Note:

Users can also export any view, including ESMs, to Excel by clicking the Export to Excel option on the toolbar.

• Print - Allows you to print a report in the PDF format. All charts are printed at the end of the PDF file. Only one chart per page is displayed.
• Print Setup - Allows you to customize print settings. You can select the required options based on your requirement and print the report. The selected print settings are applicable only to the corresponding report. Additionally, the settings are retained when you export the report to PDF.

Substitution Variables

If you do not see this icon on the menu, then the report does not have substitution variables defined in the report.

This action opens the Substitution Variables box, where users can select a value for a variable. For example, a report may show data for a certain month or department. Using Substitution Variables, the user can select a different month or different department to view.

Drill Through

If you do not see this icon on the menu, then the report does not have drill-through data available.

When you perform a drill through from a model view, you can interact with the resulting Drill Through report in the following ways:

• Drag and drop a single column, a range of columns, or multiple columns to reorder them
• Adjust the width of a single column, a range of columns, or multiple columns
• Turn filters on or off
• Sort column data in ascending or descending order
• Select the code, name and label display for members

For information on Doc Ref, Lines, and Sublines, see Dynamic Reports: Enhanced Drilling on Dynamic Report Output

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.

Formula Support in Spotlight Web Reporting

The user interface includes a formula bar above each report, which will display the formula for the selected cell.

You can view both excel type formulas and custom formulas in the bar.

For long formulas, the formula bar is expandable.

Suppress Rows and Columns Support in Spotlight Web Reporting

When designing a report in SpotlightXL, you can set report properties to suppress rows or columns that have only zeros, blanks, or either zeros or blanks.

Here is a look at a report without suppression.

Now the properties are set and saved.

When viewing the report in Spotlight Web Reporting, these properties are honored; blank rows are omitted.

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.

Multiple Tabs Support in Spotlight Web Reporting

You can run multiple reports in Spotlight by adding tabs. You can easily switch back and forth between tabs to compare and analyze data from different reports simultaneously. You can run up to 10 reports at a time.

Click + to add a new tab, then select a report from the toolbar to open it.

To close the report, right-click on the tab and select Close Tab.

You can also drag and drop to re-order the tabs, and use the arrow buttons to navigate through the tabs.

You can close all other tabs except for the one that is active in Spotlight reports at once.

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 functions such as Sum, Average, Count, Min, and Max. When you select a range of cells, the values in the quick functions update automatically.

Grouping Functionality in Spotlight Web Reporting

Rows and columns can be grouped and saved for a report from SpotlightXL. When the reports defined in SpotlightXL are accessed from Spotlight (web version), the grouping defined on the report in SpotlightXL is retained. This functionality is available for all reports created for any models.

1. In SpotlightXL, navigate to the Report > Design.

2. Highlight the rows or columns you want to group as shown below.

3. Click the Data tab and select Group.
   
   

4. Return to the SpotlightXL tab and click Save.
   
   

5. Run the report. Notice the grouping is applied.
   
   

6. Login to Spotlight. When you run the same report, the grouping is applied.