Overview

Planful delivers presentation quality financial reports, budget workflow and administrative reports. These Standard Reports are organized into two major types:

• System Reports-These reports are available in all customer applications and cannot be edited. They are generated by leveraging the reporting categories maintained against each of the financial dimensions (Chart of Accounts).

• User Reports- These reports are published by uploading and deploying new reports and can be organized under Report Groups.

To make Standard Reports available within the File Cabinet and Planning Control Panel, they must be deployed.