The Anaplan XL Reporting Web homepage is divided into four main sections: toolbar, report tabs, repository, and report area.

Toolbar

The toolbar is in two sections. On the left are navigational buttons that take you to various Anaplan XL Web screens. On the right are report tools for manipulating the current report onscreen.

The buttons are:

    • Home - returns the main report area to the startup page.
    • Create an AdHoc Grid.
    • Create an Analytics Book. 
    • Preferences - manage your subscriptions and download schedule results.
    • Help - opens the help file in a new window.
    • Logout.
    • Expand / Collapse - resize the repository explorer on the left.

The right side of the screen shows either previously opened or bookmarked reports, which are available for quick access. You have buttons for:

    • Submit Changes - made to member selection or cells unlocked in Excel when published.
    • Print - create a PDF of the current report.
    • Export - to Excel.
    • Download PowerPoint 
    • Save - to repository.
    • Save Custom View.
    • Refresh - re-run the open report to get the newest data.

Report tabs

The tabs are found below the Anaplan XL Web banner. Initially, no tabs are displayed. As you begin to explore reports, you will see that as a report is opened or a new Ad Hoc report is created, tabs are added. This enables you to switch between reports without having to return to the homepage or repository tab.

Repository

The repository, on the left of the page, lets you explore ‌reports that have been published.

The repository has buttons for:

    • Refresh the file list - useful when you have published a new report.
    • Search the repository - use * for wildcard searches.

Additionally, right-clicking on reports enables you to rename and delete.

Report area

The report area forms the bulk of the browser window. Initially, the report area displays the last five reports that you viewed. Error messages are also displayed here.

Customization

Report thumbnails

By default, the thumbnail image used to preview the report is generated automatically. The image is taken the first time the user opens the report. This approach ensures that the image will only contain data the user has permission to see. This can, however, produce an undesirable image depending on the report size, content, etc.

The image can be changed by opening the publisher window in Excel. Right-click on the relevant report and select Manage. Using the Preview Image tab, you can then either create a snapshot of a range of the report, load an image such as a company logo, or paste an image from the clipboard. You also have the option to blur the image.

Repository side bar

The color of the repository side bar can be set in the Anaplan XL Web Management Console. You can also set the repository bar to automatically hide when the site is loaded.