Anaplan reports are for all customers and all users, particularly those who need to transform data into visually compelling narratives to drive decisions. As a page builder, you can create management reports for executive stakeholders, based on your Anaplan models. Here are two examples:
- A finance analyst needs to analyze data and summarize key patterns, exceptions, and outliers and perform variance analysis. They need visibility of granular areas such as regions, products, and cost centers, to identify potential revenue loss or causes of missed targets. Anaplan reports help you present findings and narratives with highly formatted reports that emphasize key points. You can expose context selectors for the user to explore the data. You can also unsynchronize individual cards, to remain on a context you define.
- A vice president of sales needs to review formatted management reports on a scheduled basis, to review sales performance and compare actuals to forecasts. An Anaplan report helps maintain a consistent view of the forecasts to track projected performance and revenue targets. It also enables regular reporting of performance to leadership.
A report is a deck of slides, where each slide tells a part of the story for your report.
Compose your report with cards in the same way you build boards and worksheets. With the free-form report layout, you can precisely design the layout of the cards.
See more examples below, and watch Getting Started with Management Reporting
You can choose from some of the cards available to boards and worksheets, plus presentation tables and dynamic data-rich text cards. Presentation tables are like grids, with optional themes for repeatable formatting.
You can enable or disable Export to PDF for a page.