November 2024 (v24.11)

Report Administration

5 Articles in this category

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Report Administration

5 Articles in this category

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Setting Up Point of View

This article describes the concept and functionality of the Point of View (POV) in Planful, detailing how it enables users to customize and filter data views in reports.

Setting Up Reporting Scenario

This article outlines the steps to set up reporting scenarios in Planful, including defining parameters and configuring settings for accurate and customized financial reports.

Using Lock Data

This article explains how to lock data in Planful to prevent changes and ensure data integrity during reporting and analysis processes.

Process Reporting Area

This article outlines the steps to define and manage reporting areas within the Planful platform for streamlined data processing and reporting.

How Tos

3 Articles in this category

Configuring Dimension Security

This article describes how to configure and manage dimension security settings in Planful to control user access to specific data dimensions in reports.

Understanding Cube Settings

Cube Settings is accessed by navigating to Maintenance > Reports > Cube Settings. There are 5 application pages that make up Cube Settings. Each of the application pages is discussed in detail below. Attribute Settings Report Settings ...

Understanding Standard Reports

This article details the administration and customization of standard reports in Planful, including configuration and accessibility options.

Using Verify Data

This article describes the process for verifying data accuracy within Planful reports, including methods for validation and troubleshooting data discrepancies.