Dynamic Planning Analyze, Design With, Report

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Article Summary

This article explains how to use the Design With subtask in SpotlightXL to generate reports from a model view. Users can customize reports with titles, logos, and formatting, and save them as Report, Excel, PowerPoint, or Word formats. Access is available to Power Users and Contributors with model access.

Overview

Use the Design With, Report subtask to create a report based off a view. Once the report is created, you can add a title, company logo, formatting, and other options. For detailed information on designing reports, see Dynamic Planning: Report, Design.

Creating a Report from a Model and a View

In Practice

Select the Analyze task and the Data subtask.
Select a model and a view.
Manipulate the model view using actions until the data is laid out the way you want.
Select the subtask Data > Design With, then select Report.
Notice the red marks indicating that data is captured.
Click Save.
Enter a name for the report.
Click Save.

Note

Power users and Contributors who have access to the Model can access "Design With" in the Data subtask.

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Dynamic Planning Application Administration

Table of contents

Overview
Creating a Report from a Model and a View