Reports - Restructuring
- 1 Minute to read
- Print
- DarkLight
- PDF
Reports - Restructuring
- 1 Minute to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Overview
The Reports section provides a centralized location for all types of 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.
Using the Reports section, you can create presentation-quality data and either share it or present it to the rest of the organization. While the data reflected in the reports is similar to sharing Views of a template, the key differentiation is the formatting options available in Reports. If needed, you can even open multiple reports simultaneously in multiple tabs which makes the data comparison and analysis easy and quick
Here are some pre-requisites that you need to have to access reports. Make sure that you fulfill these requirements before accessing reports. You can contact your administrator if you dont fulfill any pre-requisites.
The Reports Admin Guide is intended for Administrative users and implementation specialists. It also provides information on all application pages under Report Administration as well as configuration for the Reporting application.
Find major reporting administrative settings needed if you have access only to reporting application.
Other Reporting Configurations
Find the details about setting up all other areas within the application other than reporting administrative settings that are needed for reports to function as intended.
Stay updated with the latest features and enhancements. Refer to the release updates page for details on our latest releases.
View details about different types of Report sets you can create and use them in Dynamic Reports.
Learn more about Dynamic Reports, their importance and various formatting options available to represent your data in them.
Explore different options related to Report Collections and how to create them.
Was this article helpful?