Reports Opt-ins

This article provides information on the Reports & Dashboards opt-ins.

• Dynamic Reports – Currency Display

• Custom Rollup for Consolidated Reporting Dimensions

• Enhanced Drill Through in Dynamic Reports

• Automatic Data Refresh

Note:

By default, these flags are turned off. Contact Planful Support to opt in for these features.

Dynamic Reports – Currency Display

The Dynamic Reports Currency Display feature enables the display of the actual local or common currency (such as USD - US Dollar), replacing the text "LC" or "CC". When this feature is enabled, the system shows the currency in a more intuitive format, improving report clarity and usability without requiring any changes to the user interface.

Key Benefits

• Displays relevant currency values (for example, USD - US Dollar) instead of LC or CC

• Enhances usability by reducing the need for users to interpret LC or CC labels

• Improves report clarity and understanding of the displayed data

• Streamlines the user experience by eliminating confusion about currency abbreviations

Example

Let’s say a user is viewing a Dynamic Report with currency data.

Report Input:

• The user is reviewing financial data in a report that shows LC or CC as currency indicators.

Without Feature Enabled (flag = 0)

The Reporting column displays either LC or CC, requiring the user to open the report and determine the meaning of these abbreviations.

With Feature Enabled (flag = 1)

The Reporting column displays the actual currency (USD - US Dollar), providing immediate clarity for the user.

This enhancement ensures that currency information is clear and easily understood, improving the overall user experience in Dynamic Reports.

Custom Rollup for Consolidated Reporting Dimensions

This opt-in feature allows organizations to customize the default labels for Consolidated (CC) and Consolidated (LC) reporting dimension members. Once the parent flag ENABLE_CUSTOM_ROLLUP_FOR_REPORTING_DIMENSIONS is enabled, users can define custom labels using the CUSTOM_ROLLUP_FOR_CONSOLIDATEDCC and CUSTOM_ROLLUP_FOR_CONSOLIDATEDLC flags. These customized labels automatically appear in the Reporting column of Dynamic Reports, offering more contextual and user-friendly representations of consolidated data.

Note:

To reflect the changes across reports, users must process the Reporting Dimension from Location > Maintenance > Report Administration > Process Reporting Area within the Planful application.

Key Benefits

• Custom Labeling: Tailor reporting dimension names to reflect your organization’s structure or terminology better.

• Clearer Reports: Makes Dynamic Reports more intuitive and business-specific.

• Streamlined Communication: Reduces ambiguity for report reviewers by replacing generic labels with familiar terms.

Example

Without Feature Enabled (flag = 0)

Label customization for ConsolidatedDC and ConsolidatedLC is restricted, and default label names are displayed.

With Feature Enabled (flag = 1)

Users can customize labels such as:

• Consolidated (CC) = Consolidated (CC) Test

• Consolidated (CC) = Consolidated (LC) Test

These changes will appear in Dynamic Reports wherever Consolidated (CC) and Consolidated (LC) are used.

This enhancement ensures that currency information is clear and easily understood, improving the overall user experience in Dynamic Reports.

Enhanced Drill Through in Dynamic Reports

Drill through functionality in Dynamic Reports is available for the Financial Reporting Area. In addition to current drill capabilities to view transactions and translations, you can drill to template lines, sublines and capital details for your budgets and forecast.

This drill through functionality provides users with the ability to view and analyze all financial, operational, capital, transactional data from a single place.

From a drill through report, you can view details for a single or multiple templates. All Financial dimensions, the corresponding currency, and amounts for each period are displayed in the drill through report for all modules and templates. Columns displayed in the drill through report are dependent on the module and the template accessed by the user. Source dimensions are displayed for Translations and dates are displayed for Transactions. Budget Entity, Template Lines, Sublines, Notes are displayed in drill through for all Global Template Single Copy Planning templates. Empty columns are suppressed.

All values displayed in a drill through report inherit data format (decimals, thousand separators, scale etc.) from their parent cell.

Calculated members, calculations, advanced rules, excel formulas, formula exceptions, rank, pivot are not supported in drill through reports.

The following table displays the artifacts that can be drilled through when used in a Dynamic Report.

Note:

Template attributes are not displayed in the drill-through report.

Here is an example of drill through from a Dynamic Report to Translations and Transactions data.

Here is an example of drill through to Planning and Capital template data. Header data is displayed. Click Operational Planning or Capital Planning to display associated data. For Capital Planning, Asset Name and Category data is displayed.

In Practice:

To drill through a Dynamic Report to display template data, complete the following steps:

1. Access a Dynamic Report.

2. Double-click on a cell within the Dynamic Report. Another screen appears. The properties of the cell are displayed in the header portion. Data is displayed for the intersection.

3. The related data for the cell is displayed. Click the Settings icon to select columns to show or hide. Additionally, you can show/hide columns in Operational and Capital Planning where the data will be aggregated based on segment/dimension combinations.

4. Optionally, export the data to Excel by selecting Output > Export to Excel. Filter the data and select the double up or down arrows to display header details.

Important Details:

• Drill Through is enabled for Financial reporting area only.

• Drill Through works with dimensions, report sets, attributes, attribute hierarchies, alternate hierarchies.

• For QTD, YTD measures, drill through data is displayed from the beginning of the period to the current period.

• Data honors the formatting from the source cell and the user locale.

• All transaction amounts are displayed in Common Currency irrespective of the reporting dimension applied on the report/source cell. Transaction data exists only for Actual Scenarios.

• Operational and Capital Planning data is displayed in Local Currency irrespective of the reporting dimension applied on the report/source cell. Operational Planning data exists only for Budget/Forecast scenarios.

• In the Operational Planning tab, when you turn off Sublines or Lines, the report is re-rendered, which removes the associated rows and columns associated. If both lines and sublines are turned off, data is aggregated at the Doc Ref (Template) level. If Doc Ref is turned off, data is aggregated for the unique segment and currency combination.

• In the Capital Planning tab, when you turn off Asset, the report is re-rendered, which removes the rows and columns associated and the data is aggregated for Asset Category. If Asset and Category are turned off, data is aggregated at the Doc Ref (Template) level. If Doc Ref is turned off, data is aggregated for the unique segment and currency combination.

• When you export a drill through report, all sources are exported to Excel. Each source on the drill through report becomes a tab in the Excel workbook.

• The Drill Through report allows a maximum of 30K rows per source.

Financial Reporting Area Processing in the Cloud

Quick processing of Financial scenarios can be performed in the cloud, which means you can continue working while the processing takes place. Once complete, a notification appears and an email is sent.

Although you can process a reporting area from 3 interfaces in Planful (the Scenario Process button in the ribbon, the Cube Status page, and the Dimension Status page), cloud processing is enabled for the Scenario Process button in the ribbon.

To process a Financial reporting area in the cloud:

1. Single-click the Scenario Process button.

2. Select Send e-mail notification to receive an e-mail message once processing is complete.

3. Select a scenario by clicking the check-box next to the scenario name.

4. Click Process Now.

Note:

You cannot double-click on the Scenario Process button as double-clicking launches the Cube Status page and cloud processing is not supported for the Cube Status page at this time.

Once you click Process Now, a job is automatically created in Job Manager and the audit log is updated with user details, time of execution, scenario name, and other details to identify the job and the user launching the process.

Understanding Processing Sequence

Automatic Data Refresh

The Automatic Data Refresh functionality automatically processes the data in case of any updates in templates or data posting via standard or dynamic journals. This avoids manual processing of data. The functionality applies only to the Financial cube. For more information, click here.

Note:

Ensure that Ivy is enabled in the application for this functionality.

Dashboards Opt-ins

Dashboards Administration Workforce Reporting Access for Dashboards

If the configuration is enabled, the administrator can control access to WFP data in reports and dashboards. If disabled (default), all users can access all data, including WFP, based on report and dashboard security.

To provide users with access to Workforce Reporting, complete the following steps:

1. Navigate to Maintenance > Administration > User Management.
   

2. Select a user.
   

   

3. Click the Security Options icon.
   

4. Select Workforce Reporting Access.
   

   

5. Select a user or user group in the Unmapped Users/User Groups pane.
   

6. Click the forward arrow. The selected user/user group will appear in the Mapped Users/User Groups pane.
   

7. Click the Save icon.