Customizing Your Calendar View in Reports

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In Planning Maestro, you can run reports to analyze the data from your budgets, including Ad Hoc reports, Income Statements, Balance Sheets, Variance reports, and Cash Flow reports.

You can customize each report to see only the information you need to see at a given time. For example, you can customize your calendar to see as long, short, or detailed a calendar view as you want (for example, only the quarterly amounts for 10 years, or the period amounts for three years).

This document shows you, a Planning Maestro user, how to customize your calendar view in the Reports module.

Locating the Reports Module

To customize your calendar view in Reports, open the Reports module, click on + New Report, and select one of the reports to view.

Info.png Please Note: This document uses the Income Statement report as an example.

The Income Statement page opens with a new, unedited Income Statement. Use this page to customize your Income Statement report (focusing on the calendar view in this case).

Customizing Your Calendar View

You can customize your calendar view by using the Time Dimension under Columns.

This Time Dimension under Columns controls which years and periods appear in the table below. You can customize this setting to see the range of years, quarters, and periods you want to focus on to build a budget.

Example.png Example: You can set up the Time setting to show only Quarter 1 and Quarter 2 for the next five years, or all quarters for the next three years.

Step 1: To customize your calendar settings, under Columns, select the More icon ( Default__Time__-_More.png ) on the right side of the Time Dimension there (Default [Time] unless you are using an already-customized view with a different name).

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Step 2: A Select Subsets popup appears.

Info.png Please Note: Private subsets, or views that only you can see, are marked with a Private icon ( Private.png ).

  • To use one of the existing formats, select the format from the list.

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  • To create a new calendar view, click Manage Subsets.

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A Manage Subsets popup appears.

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Step 3: On this popup, you can manage the following settings:

  • Subset – Click on this dropdown menu and select the subset you want:

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  • Fiscal Calendar Month – The Fiscal Calendar Month view displays the total for each year, each quarter, and each period in this view.

Info.png Please Note: Depending on your company’s fiscal calendar, you may have 12 periods or 13 periods per year.

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  • Default – The Default view displays the periods for the latest year in this view. The format for the headings of these columns is YYYY-MM.

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Info.png Please Note: There may be more view options in this list, depending on what Time subsets you and other users created.

Best_practice_icon.png Please Note – As you edit your subset, you can add an Ad Hoc Calculations column, which shows a running total or average of all the numbers in the view for that row, which helps you easily keep track of the total amount for each line item in your view. See Adding an Ad Hoc Calculations Column in Reports.

  • View – In the list below, click every year, quarter, and period you want to have a separate column in the table. When you select an item, a dark gray checkmark appears on its left ( ).

Info.png Please Note: Depending on this Plan’s Time Dimension, your fiscal calendar can have 12 periods or 13 periods. If your company’s fiscal calendar uses 13 periods, one of your quarters will have 4 periods.

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To include a year and its periods, but not the total for each quarter, select the year itself. Then, right-click on each quarter (for example, Q1 2025 – 2025 in the screenshot below) and select Unselect this node from the dropdown menu. This setup gives you a view of the year total, and then the total for each period.

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Calendar view with year and period totals, but not quarter totals:

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To display the total amount for a single year or quarter without displaying all the periods included, click on the Collapse icon ( Collapse_icon.png ) to the left of the year or quarter.

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The year or quarter “collapses” to hide everything except the total amount.

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Calendar view with one year’s total amount and the next year’s total and period totals:

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Step 4: Save your calendar view.

  • Save – Click Save to make this calendar view your only calendar view.

Info.png Please Note: Only Administrators can edit and save the Default view.

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  • Save As – Click Save As to make this calendar view one of several options.

Example.png Example: You can save different views for different budget contributors such as a long-term, comprehensive one for yourself and a simple one-year view for each of the department heads who need to enter their budgets here.

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  • If you clicked Save As, a Save Subset As popup appears.

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  • Click on the Scope dropdown menu and select one of the following options to choose who can see this calendar view:

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Shared (Administrators only)– Select this option to let other users see this calendar view.

Private – Select this option to keep this view private for yourself.

In the Subset Name field, enter a name for this calendar view you can remember easily.

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  • Click Save Subset.

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The view you created appears in the table. Now, the item in Columns is labeled [Name of the View You Created] [Time].

Click on the Rerun Report button ( Rerun_report_-_highlighted.png ) to refresh your view.

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The report refreshes with your customized calendar view.

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