Reporting & Analysis

With Adaptive Planning’s reporting, business users can quickly and easily analyze actual and plan data in the ways that are most meaningful to them. Our drag-and-drop report builder puts powerful yet easy-to-use web-based reporting in the hands of finance, budget managers, and executives. Reports are easy to create, fast to run, and always reflect up-to-the-minute, real-time data. Users need no special skills or programming experience to quickly create reports that pull data from a centralized database, sort and subtotal across multiple dimensions, then view the output in a variety of ways. By providing an easy way to analyze summary or detailed data and multiple scenarios, Adaptive Planning allows users throughout a company to make faster, more informed business decisions.

Benefits:

• Slice and dice actual and plan data in order to understand profit by product by region, expenses by project and by department, and similar analyses
• Obtain at-a-glance views of KPIs, graphs, metrics, and tables
• Perform timely and accurate ad-hoc reporting
• Generate and distribute real-time reports with no waiting
• Avoid dependence on IT report writing and analysis
• Provide self-service reporting to department users, freeing up finance resources
• Enhance visibility into performance for all budget managers and executives
• Establish a single version of the truth that includes historical and forecast data
• Easily compare multiple versions and scenarios

Reporting Features:

• Drag-and-Drop Report Builder. Create sophisticated reports and analysis with ease. Select desired items from a menu, drag them onto a graphical workspace, choose formatting options, and generate the report.
• Choice of Dimensions in Rows and Columns. Easily design your own report. Choose from among your company’s dimensions, such as business unit, department, region, product, customer, projects, as well as accounts, metrics, assumptions, and time periods. Drag the chosen dimensions into rows and columns of the report builder.
• Filters. Limit the data displayed in a report by filtering it by any dimension, such as a specific sales territory, or one business unit, or a certain sales channel.
• Parameters. Minimize the number of reports necessary for a large group of users. Create a prompt before viewing, for users to select which time period, department, region, etc. to include in the report. User security ensures that reports can be run only for dimensions allowed for each user.
• Annotations. Include collaborative explanations, comments and questions on reports. Include an ongoing thread with input from more than one user, or single explanations, e.g., of a variance. Refer to specific data in a report, or to the report in total. View either within the body of the report, or as footnotes.
• Automatic Security/Streamlined Set of Reports. Create one set of standard reports for a group of users (e.g. P&L or Sales Detail) and be confident that users will see only data allowed in their security profiles when running those reports. Eliminate risk of inadvertently exposing sensitive information, and eliminate the need to create a separate set of reports for each user.
• Drill-Down. Allow users to analyze the underlying data that contributes to a specific total or rollup value via real-time drill-down capabilities. Open and close groups of data with mouse-clicks. Go as deep as you want, drilling all the way down into data records to see formulas and notes.
• Multi-Version Variance Reporting. Compare actual, budget, and forecast data, and display variances as values and/or percentages. Include multiple versions, time periods, and dimensions.
• Graphs and Charts. In addition to tabular formats, view reports as graphs or charts.
• Output Formats. Generate reports in HTML, PDF, or Excel.
• Report Books. Group and store reports together, and generate, print, and distribute books with a single request. Easily download for financial presentations such as board packages and month-end management reporting.
• Email Reports. Easily share reports by simply sending an email link to a report, without leaving Adaptive Planning.
• Snapshot Reports. Save and store "point-in-time" reports complete with annotations, for archiving and shared reference.
• Report Management. Create hierarchical folders to organize reports, tag reports as favorites, and search for reports. Share reports with other users or keep them private.