Dynamic Planning How to Create a Report off a Model and a View

To create a report from a model and a view, you must be logged into SpotlightXL and have user access to design reports.

1. Select the Analyze task and the Data subtask.

2. Select a model and a view (in this case Sales Master is the model and Professional Services the view).

   

3. Manipulate the model view using actions until you have an analysis you would like to base a report off of.

4. Under the Data menu, select Design Report, Report. Now you are in Report Design mode and notice the red marks indicating that data is captured.

   

5. Click Save.

6. Enter a name for the report.

7. Click Save.