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Adaptive Planning
Last Updated: 2023-06-23
Example: Create a P&L Report Using Reusable Report Elements

Example: Create a P&L Report Using Reusable Report Elements

This example illustrates how to:
  • Save an existing report as a reusable report.
  • Create a report using elements from the reusable report.
You want to create a
P&L
 report using version elements from your existing
Current Version versus Board Approved Comparison
 report.
Create a
Current Version versus Board Approved Comparison
 report with these version elements:
  • Current Version
  • Targets - Board Approved
Your model contains these group dimension attributes:
  • Product Group A
  • Product Group B
  • Product Group C
Your model contains these location dimensions:
  • United States
  • Canada
Your model contains these accounts:
  • Gross Revenue
  • Discount
  • Net Revenue
  • Cost of Sales - Standard Cost
  • Cost of Sales - Variable (Freight)
  • Total Cost of Sales
  • Gross Profit
  • Gross Margin
  • Gross Margin %
Security:
  • Access Reports
     permission.
  • Create Personal Reports
     permission.
  • Create Shared Reports
     permission.
  1. Go to
    Reports
    Overview
    .
  2. From the Actions menu of your existing
    Current Version versus Board Approved Comparison
     report, select
    Add to Reusable Reports
    .
  3. Click
    Add New
    Matrix
     .
  4. On the
    Elements
     tab, expand
    Reusable Reports
    .
  5. Expand
    Current Version versus Board Approved Comparison
    .
  6. Add these version elements to the columns:
    • Current Version
    • Targets - Board Approved
  7. Add these reusable group elements to the columns:
    • Product Group A
    • Product Group B
    • Product Group C
  8. Click
    Back to Elements
    .
  9. Expand
    Dimensions
    .
  10. Add these location elements to the rows:
    • United States
    • Canada
  11. Click
    Back to Elements
    .
  12. Expand
    Accounts
    GL Accounts
     .
  13. Search for and add account elements similar to these to the rows under the location elements:
    • Gross Revenue
    • Discount
    • Net Revenue
    • Cost of Sales - Standard Cost
    • Cost of Sales - Variable (Freight)
    • Total Cost of Sales
    • Gross Profit
    • Gross Margin
    • Gross Margin %
  14. Click
    Save
    .
  15. Enter or select these values:
    Option Description
    Name
    Profit and Loss
    Description
    Profit and Loss Report
    Default output
    TML Report
    Sharing
    hared report
    Save in
    Select the groups, users, and levels that you want to share this report with.