Report Collection for Dynamic Planning

Overview

Report collection is a feature that allows you to efficiently create a library of reports that can be scheduled or distributed to specific users or user groups regularly. This feature streamlines the process of running and sharing multiple reports as email attachments.

Using the report Scheduler, you can efficiently distribute reports daily, weekly, or monthly, based on specific user or user group requirements, without the need for time-consuming manual work. Furthermore, this feature ensures that users can access the latest report data via Excel Output.

Prerequisites     

The following conditions must be met to add, edit, or view a report in the reports collection:

1. The tenant must be unified. For more information, please refer to Unified Tenant.
2. The Enable Report Distribution flag should be set to Yes. Contact Planful Support to enable this flag.
3. The user must be a Power User.

Actions

You can perform the following actions on the Dynamic Planning Report collection landing page:

• Refresh - Click this icon to refresh the page to get the updated list of Report Collections.
• New - Select the Dynamic Planning Report Collection folder and then select this icon to add a new report collection. 
  • Report Collection - Select this to add a collection of Dynamic Reports.
• Delete - Select this icon to delete the selected reports.
• Run - Select this icon to run the selected Dynamic Planning Report Collection.
• Apply Filter - Select this to apply a filter on the grid.
• Search - Enter criteria to search for specific artifacts or click the gray arrow to expand a search pane where you can select specific search criteria.