Dynamic Planning Analyze, Design With, Report

Overview

Use the Design With, Report subtask to create a report based off a view. Once the report is created, you can add a title, company logo, formatting, and other options. For detailed information on designing reports, see Dynamic Planning: Report, Design.

See also: How to Work with Model, View, and Report Folder and Organization Functionality

Creating a Report from a Model and a View

In Practice

1. Select the Analyze task and the Data subtask.

2. Select a model and a view.

3. Manipulate the model view using actions until the data is laid out the way you want.

4. Select the subtask Data > Design With, then select Report.

   

5. Notice the red marks indicating that data is captured.

   

6. Click Save.

7. Enter a name for the report.

8. Click Save.