1. Anaplan User Experience
  2. Use apps and pages in the User Experience
  3. Reports

Use reports to view or present focused visualizations and relevant data that enables you to communicate actionable insights.

Anaplan report pages enable you to transform Anaplan models into visually compelling narratives for executive stakeholders to drive decisions.

Finance analyst example

A finance analyst needs to analyze data and summarize key patterns, exceptions, and outliers, and perform variance analysis on granular areas. For example, regions, products, and cost centers. This kind of analysis enables them to identify potential revenue loss or causes of missed targets.

You can use an Anaplan report to present findings and narratives to executives, and use formatting to emphasize key points.

Vice president of sales example

A vice president of sales needs to regularly review consistently formatted management reports, to review sales performance and compare actuals to forecasts.

You can use an Anaplan report to present forecasts that track projected performance and revenue targets, with a consistent look and feel. The vice president can then use the report in regular communications to their board.

Use report pages

Reports offer structured sets of slides with formatting options and a free-form layout designer.

A highly formatted report slide displays in the center of the screen. To the left is the slide selector, and above is app navigation and the toolbar.

Page builders can configure reports to show data, visualizations, and formatted elements.

Where context selectors have been allowed by the page builder, all users can change the context of the view to find relevant data. For example, when you change region or product group, the report updates accordingly.

All users can present reports full-screen, or export reports to a PDF file.

Report slide examples

A report cover, with a background photograph of a new apartment block against a clear sky, and a styled title,
A report slide entitled
A report slide is titled Forecast Profit and Loss. At the top-left is narrative. At the top-right is a chart of forecasted monthly revenue over a year, and in the bottom half of the page is a table of P&L items per quarter for the year.
A report slide, with title


We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.