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Adaptive Planning
Last Updated: 2023-06-23
Concept: Report Books

Concept: Report Books

Use report books to generate a group of reports with a single request and store them together. You can:
  • Distribute entire report books using email link, eliminating the need for multiple attachments.
  • Download report books to your desktop for reuse in financial presentations.
A report book outputs to a ZIP file and can include any of these report types:
  • Report snapshots.
  • Matrix, model, or transaction reports in Excel format unless you specify PDF as the preferred output when saving the reports.
  • Static files in the format in which you uploaded them.
A personal report book can include both personal and shared reports. A shared report book can contain only shared reports.