Reports

5 Minutes to read

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Reports

5 Minutes to read

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The Reports section provides a centralized location for all reports within the Planful application. You can access all existing reports, create new reports, and share them with other users within your organization for either review or approval, improving your collaboration with them. To do so, navigate to Reports from the Planful application home page.

Apart from accessing the existing reports, you can do the following on the Reports home page:

Create new reports
Refresh the home page
Mark the important or frequently accessed reports as your favorite reports
View recently accessed reports
Use the Search feature to open any existing report quickly

The Reports page has the following functionalities:-

Select the New icon to add one of the following:

Folder - Select this to add a folder for storing reporting artifacts. Enter the Folder Code, Folder Name and select the Folder Location from the dropdown. Click Ok.
Report Set - Select this to create a Report Set, a flexible reporting tool that can be used on the Row or Column axis of a Dynamic Report.
Select a Report Set Type from the dropdown. Enter the value for Code, Name, Reporting Area, and Dimensions. Select a Folder location where you want to add the report set. Click Save. For more information on Adding Report Set, click here.
Report Collection - Select this to add a collection of Dynamic Reports. For more information on Report Collection, click here.
Document - Select this to load a document. Enter the Document Code, Document Name, and Upload Document using the Browse option.
Financial Package - Select this to create a Financial Package Publisher report. Enter the values in the Details and Content section of report properties and click Save. For more information on the Financial Package, click here.
Dynamic Report - Select this to add a Dynamic Report. You can use a Dynamic Report to create queries on the go along with structured financial reports, which utilize reusable Report Sets. Select a Reporting Area from the drop-down and click OK. For more information on Dynamic Report, click here.

The following actions under the More list-box are available based on your security settings:

more options- chelp(1)

Copy

You can use this option to duplicate an existing Financial Package, Dynamic Report, Report Collection, Snapshot, Report Set, or Document. To learn more about Copy, click here.

Note:

You cannot copy a Folder.

Rename

Select the required report from the File Cabinet page.
From the More Options list box, click Rename.
Modify the Code and Name in the respective fields. Click OK.

Setup

You can setup a Financial Package, Dynamic Report, and Report Collection.
For setting up a Financial Package Report follow the below steps:-

Select the required report from the File Cabinet page.
From the More Options list box, click Setup.
You can perform actions such as Preview, Generate, Apply POV, Copy, Delete, and Add a new Group, Section, or Variable.
To learn about running a Financial Package report, click here.

Note:

An Administrator or a user with Full Control or Read-only access can set up a report.

To set up a Dynamic Report follow the below steps:-

Select the required report from the File Cabinet page.
From the More Options list box, click Setup.
You can perform actions such as Save, Reload, Run, and Show Header & Footer.

To set up a Report Collection follow the below steps:-
- Select the required report from the File Cabinet page.
- From the More Options list box, click Setup.
- You can perform actions such as Save, Save As, Run, and Apply POV.
  To learn more about Report Collection, click here.

Add to Favorite or Remove from Favorite

Select the required report from the File Cabinet page.
From the More Options list box, click Add To Favorite.
The selected report is added to the Favorites tab and a star icon is highlighted against the selected report.

To learn more about Favorites, click here.
Note:
The Add/ Remove Favorite functionality does not apply to user groups.

Usage Reoprt

Usage Report- The Usage Report provides information about the segment member such as if the segment member is used in a budget entity, if the segment member has data, and if the segment member is used in template defaults.

Select the required report from the File Cabinet page.
From the More Options list box, click Usage Report.
Toggle to the Usage Report tab and see Label, Type, and Path where the member is used.

You can also perform actions like Refresh, Export, and Apply Filter on the Usage Report.

Refresh - Click the Refresh icon to update the report.
Export - Click the Export icon to export the selected report.
Apply Filter - Click the Apply Filter icon to filter the report.

Show/Hide Properties

Select the required report from the File Cabinet page.
From the More Options list box, click Show Properties. The Properties tab is displayed.

Export as Excel

From the More Options list box, click Export As Excel. A process will be submitted in the cloud. Once the process is completed, a message will display with a link to download to Excel.

The File Cabinet serves as a centralized hub for storing and arranging reports and related artifacts. Within this feature, you will find a structured hierarchy of folders, subfolders, and their contents, including reports and report sets. Additionally, it's your go-to place for creating a variety of report types such as Dynamic Reports, Report Sets, Analytics Reports, and more, making it a versatile tool for managing your reporting needs.

Users must be provided with Navigation Access to open the File Cabinet. To learn more about File Cabinet, click here.

Click Signals Overview to view anomalies within the report.

To learn more about Signals Overview, click here.

Edit

Click the Edit icon to modify a Folder, Report Set, Snapshot, or Document.

Note:

You cannot edit a Financial Package, Dynamic Report, and Report Collection.

Refresh

Click the Refresh icon to reload the page. refresh

Delete

Select the Delete icon to delete the selected Finacial Package, Dynamic Report, Report Collection, Snapshot, Report Set, Folder, or Document.

Run

Select the Run icon to run the selected Dynamic Report or Report Collection.

Apply/Clear Filter

Select Apply Filter to streamline your search based on Label, Type, Modified Date, or Modified By.

Share

Share allows you to control and manage access permissions for folders and reports within the File Cabinet. You can specify which users or user groups have access, define their level of access, and choose whether these permissions should be inherited by child artifacts. To learn more about Share, click here.

Search

Enter criteria to search for specific artifacts or click the gray arrow to expand a search pane (shown below) where you can select specific search criteria.