Dynamic Planning Report Task

With the Report task, you can create and view static reports, design highly formatted analyses, and share reports with users in your organization for collaboration and review by operational employees and strategic approvers. We also support the ability to have multiple tabs open for one or more reports to analyze and compare data.

For example, open the Corporate report and display commission revenue for Division ABC in one tab and commission revenue for Division XYZ in another tab. Now, model off one division or the other, calculate and compare divisions, display specific time periods for each division, or apply different POV (point of view) selections.

There are three subtasks for Report:

• Run – Execute reports to view output.

• Design – Modify an existing report or create a new one.

• Design with Substitution Variables and Expressions – Design reports for easier maintenance using substitution variables.

See also:

Multi-tab Reporting

Cascade Reporting

View and Report Permissions

Chart Types and Formatting

Global Settings for View and Report Properties

Function and Operator Support

Negative Amounts in Reports

Repeating Headers in Reports