Using the Setting Tab in Report Collection

Settings Tab

Using the settings tab, configure the output settings of the report collection.

• Click the Settings tab to select Report Collection output settings.

• Select an Output Format (Excel, PDF, or Google Sheets). A Report Collection can have only one output format configured, and the same format applies to all the reports added to the Report Collection. (Google for Work must be configured by your System Administrator to enable export for Google Sheets.)

• Select the Suppress Empty Reports checkbox to exclude a blank report from the Report Collection output file.

• Apply the recipient’s dimension security to the Report Collection output files using the Apply Bursting Dimension Security of Recipient checkbox. The corresponding reports are generated after applying specific dimension security if this checkbox is selected for every user added to the distribution list. The selected dimension security applies to PDF, Excel, and Google Sheets output.

  Note:

  • The existing Report Collections are run based on the sender’s dimension security.

  • The sender’s dimension security will be applied to the reports for the Non-Planful users and for the recipients who are in CC in the distribution list.

  • If a user group is added to the distribution list, the output is generated for every distinct dimension security combination of the individual users within the user group.

• Select the Generate Single Output File checkbox to generate a single workbook with an individual sheet for each report in Excel. For PDF, a single PDF file is generated, and each report consumes a single or multiple pages based on report size. If this option is not selected, the number of output files generated depends on the bursting criteria applied.

• The Custom File Name checkbox is available when selecting the Generate Single Output File. Select to enter a File Name for the output. When Custom File Name is not selected and the output format is Excel, the following fields are available:

  • Report Collection - The code and name entered on the General Information tab. The label is a combination of the report code and name. Select which to appear on the report output.

  • Report Bursting - Include the bursting name in the report output. The name was entered on the Reports tab.

  • Member - Select to include dimension member name, code, label, or no dimension information in the report output.

    Note:

    Select the None option to exclude the report collection name in the Output File Name from the generated output. Select at least one value from the Report Collection, Report Bursting, or Member drop-down lists. You cannot select None in all the drop-down lists.

• Exclude or Include the date and time stamp in the Report Collection output file name from the Date and Time field.

• Customize Excel sheets by including sheet names. Select Report to include the report name, label, or code for each sheet. Select Member to include the dimension member name, label, or code for page dimension members in each sheet.

  Note:

  Select the None option to exclude the report collection name in the sheet name from the generated output. Select at least one value from the Report or Member drop-down lists. You cannot select None in all the drop-down lists.

• In the In Excel Export, Display Header & Footer as section, select Header & Footer Section to export header and footer section details. The setting applies for all reports added to the Report Collection but not for PDF output (only Excel output). The header and footer are exported as header and footer sections by default for PDF output. Alternatively, select Rows to export the header and footer section details as normal rows. Logos, formatting, and alignment (left/center/right) remain intact and are adjusted to fit the rows in the sheet.

• In the Table of Contents section, select the following fields based on your requirements:

  • Table of Contents: Show or Hide the table of contents from the Report Collection output.

  • Page Orientation: Select Portrait or Landscape orientation.

  • Sheet Number: Show or Hide the sheet number from the output. Show or hide the sheet number when generating Excel or Google Sheet output and the page number in the PDF output.

  • Company Logo: Align the logo to the Top Left or Top Right based on your requirements.

  • Style: Customize the table of contents format. Additionally, add or remove the logo, report collection name, report collection title, Generated By, and Generated On information. After configuring the Table of Contents, you use the Preview option to see how the output looks before generating the actual Report Collection. Use the Reset option to return to the default formatting if changes are required.
    
    The table of content settings is retained when generating PDF, Excel, and Google Sheets output files. The output files generated from the process flow are also displayed in the table of contents.

    Note:

    The Table of Contents Settings are retained when Saving, Saving as, or Copying a Report Collection.