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Adaptive Planning
Last Updated: 2023-06-23
Concept: Reusable Reports

Concept: Reusable Reports

Reusable reports enable you to reuse report elements from saved matrix reports. You can reuse the format settings from the reusable report elements in new reports, saving you time and promoting consistency.
You can add these reusable elements to the:
  • Column axis.
  • Row axis.
  • Sheet tab axis.
From the
Reports Overview
 page, you can:
  • Add saved reports as reusable reports using the More menu of the reports. You can only add reusable reports when you’re outside of the
    Favorites
     folder.
  • Filter reports so that you only see reusable reports.
From the matrix report builder, you can:
  • Access reusable reports from the Reusable Reports element.
  • Add elements from the Reusable Reports element to the report builder area.
Examples:
  • You created a department expense report and a department headcount report. You want to create a new report that displays the change to expenses as headcount changes. You can combine the report elements from these 2 separate reports to make the new report.
  • You noticed that several of your reports use the same configuration for version and time. You can use the version and time elements from a reusable report as part of your new report.