Standard Reports Summary

What are Standard Reports and How Do I Make Them Available to Users

Planful delivers presentation quality financial reports, budget workflow and administrative reports. These Standard Reports are organized into two major types:

• System Reports-These reports are available in all customer applications and cannot be edited. They are generated by leveraging the reporting categories maintained against each of the financial dimensions (Chart of Accounts).

• User Reports- These reports are published by uploading and deploying new reports and can be organized under Report Groups.

  • Source Properties are available when you are using a second set of books. See Multiple Set of Books. The Member Group field is used to group companies for processing purposes and the Source Company field is where you select the company where the data will be copied from in your IFRS hierarchy

To make Standard Reports available within the File Cabinet and Dynamic Reports, they must be deployed.

To deploy Standard Reports:

Task 1 - Complete the following steps to deploy a standard report:

1. Navigate to Maintenance > Reports > Standard Reports.

2. Verify the Standard Reports tab is selected.

3. Select the appropriate reports.

4. Click the three vertical dots list-box and select Deploy Reports.

5. The progress bar at the bottom of the screen will indicate when deployment is complete. Deployed reported have an Active status.

Task 2 - Complete the following steps to provide user access to a report:

1. Navigate to Maintenance > Admin > User Management.

2. Select a user and click the three vertical dots.

3. Select Report Access.

4. Select the reports deployed in task 1.

Optionally, you can provide access to a group of users by completing task 3 instead of task 2.

Task 3 - Complete the following steps to provide group access to a report:

1. Navigate to Maintenance, Admin, User Management.

2. Select a user group and click the three vertical dots.

3. Select Report Access.

4. Select the reports deployed in the task 1.

Description of Each Standard Report

See the Standard Reports document.