Distributing a Report Collection

It doesn't matter how you distribute the Report Collection, the order of the dimension members selected and displayed on the Reports tab for a given dimension is retained. In the example below, if your output format is Excel, an Excel file of the Report Collection output (reports) will generate with the mapped dimension members displayed in the order they are set. 

In the output example below, the Company member was selected as the bursting dimension and the members selected were Everest Holding Group and Mgmt Ops Rollup. Everest Holding Group was placed first followed by Mgmt Ops Rollup. This placement is retained as shown below.

Report Collection E-mail Customization

You can perform the following actions:

• Customize the subject and body of the e-mail.

• Add e-mail addresses of Planful and non-Planful users in CC.

• Add Substitution (standard) Variables to the subject and the body of the e-mail.

The image below displays the Compose Email pop-up window.

The following report properties can be added to the subject and the body of the e-mail:

• Report Collection Code, Report Collection Name, Report Collection Label, Bursting Tab Name, Bursting Dimension Member Label, Output File Name, Report Collection execution Status, Processed By, and File Location (folder path where Report Collection output files are saved).

• E-mail Recipients and Attachment Note(s) can be added only in the body.

• All text editor formatting features are enabled in the body of the message.

Click Done in the Compose Email pop-up window to save the e-mail. The e-mail format is retained when you copy the Report Collection.

If the Send e-mail notification to user(s) checkbox is selected for a Report Collection, the default or updated e-mail is sent to the distribution list after the Report Collection is generated. Properties and Substitution Variables are dynamically updated with the appropriate values for each output file when you send the e-mail. Dimensions are updated for all the corresponding bursting dimension member names.

The bursting dimension names are displayed based on the Report Collection value (Code or Name or Label) selected from the Output File Name (Report Collection) section. By default, the Report Collection value is set to Label.