In Planning Maestro, you can run reports to analyze the data from your budgets for Operating Expenses, Revenue, Personnel, Drivers, and Adjustments.
This document shows you, a Planning Maestro user, how to format these reports, including:
- Locating reports.
- Filtering reports.
- Refreshing reports to implement formatting changes.
- Exporting reports to Microsoft Excel.
- Using Dimension Hierarchies to view specific accounts.
- Adjusting Account Number display settings.
- Saving your display and formatting settings.
To run a report, open the Reports module, click on + New Report, and select a report.
Please Note: To open a report with preformatted settings, you can also select Shared Reports from the landing page.
Please Note: All settings described in this document apply to all Planning Maestro reports. The screenshots use a Cash Flow report as an example.
Running a Report
Your report opens.
(Optional) Click the Expand icon ( ) in the middle to make this report full-screen.
Use the filters on this report to analyze your data.
To understand the amounts on this report better, move Dimensions from Filters to Rows.
Moving a Dimension to Rows creates a new column in the table that displays how each Dimension Member (GL Account, product, office, etc.) affects the total.
After making any change to a report, click the Rerun Report button ( ). Click this button every time you make changes to the report to refresh the page and implement those changes.
Please Note: The Rerun Report makes it easier for you to make multiple small changes to a report by loading all those changes at once, instead of pausing to load each small change.
The Dimension becomes a column in the table. All the Dimension’s Members and their values display in the table.
To expand the size of the columns so you can read the report more easily, hover your cursor over the column divisions.
To view line items related to one Dimension Member from a Dimension (such as one entity from your Entity Dimension), filter the Dimension when it is in the Filters section. Click on the arrow on the right side of the Dimension and select the correct Member.
Edit the report as needed.
Exporting to Excel
You can export this report to Excel by hovering over the Export/Import icon ( ) and selecting Export Grid to Excel.
You can use Dimension Hierarchies to organize your view in this report. Dimension Hierarchies are organized views of Dimension Members (for example, you can have a Hierarchy in your Office Dimension that arranges your offices by country, region, and city).
Step 1: You can use any Dimension’s Hierarchies to organize your view. To use a Dimension Hierarchy, move the Dimension from Filters to Rows.
Step 2: Click on the Dimension’s filter.
Example: You can select an Office Hierarchy to arrange your view by country, region and office, or a certain Account Number Hierarchy to focus on certain GL Accounts.
Step 3: A Select Subset popup appears. Select the Hierarchy you want to view.
Step 4: The reports page reopens. Click the Rerun report icon ( ).
The Dimension Hierarchy appears in the table.
Example: The Offices by Region Hierarchy organizes the company’s offices into East Coast, South, Midwest, and West Coast regions.
Please Note: The way a Hierarchy displays Nodes (levels), Members, and Totals depends on how its Node Display Options are set up in the Data Modeler. See Managing Dimension Hierarchies.
Adjusting Account Number Display Settings
You can edit the display settings for your Account Numbers by selecting one of the following options:
- Account Name Only – Display only the Account Name, such as S-5000
- Account Description Only – Display only the Account Description, such as Office Supplies
- Account Name and Description (default option) – Display both the Account Name and Description (for example, S-5000 – Office Supplies)
Example: Account Name – Description (default display option):
See Editing Account Number Display Options in Reports to learn how to change these display settings.
Saving Your Report
Step 1: To save this report and all its settings, click the Save View As icon ( ).
Step 2: A Save View As popup appears. Enter the following information in the fields provided:
- Scope – If you are an Administrator, you can make this view Private (so only you can see it) or Public (so other users can see it). Non-Administrators can only create Private views.
- View Name – Give this view a name you can easily recognize.
Step 3: Click Save View.
- A confirmation message appears.
- The report view is saved.
To edit this view, make the necessary changes and click the Save icon ( ).
To save a new view, make the necessary changes, click the Save View As icon ( ), and name a new view.