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Adaptive Planning
Last Updated: 2023-06-23
Create Pattern Reports

Create Pattern Reports

Security:
  • System Audit Access
     permission.
  • Access Reports
     permission.
  • Create Personal Reports
     permission.
  • Create Shared Reports
     permission.
A pattern report displays how certain values are spread over time. Example: A pattern report can display how hardware purchases affect depreciation expense in other time periods. Pattern reports are created using spread lookup tables in modeled sheets.
The Pattern Report Builder is different from other report builders. It is in the form of a wizard that guides you through each step of setting up the report.
To create a pattern report.
  1. Go to
    Reports
    Overview
    .
  2. Click
    Add New
    Pattern
    .
  3. (Optional) Enter a title for the report in the
    Report Title
     box.
    You can add the title later when you save the report.
  4. The
    Account
     drop-down contains a list of account combinations available in your model.
    The report displays how a pattern spreads from the first account to the second.
  5. Select an account combination from the list, then click
    Next
    .
  6. Select a version from the
    Version
     drop-down menu.
  7. Select
    Version time range
     to use the range present in the version, or specify a range.
  8. Set a source time range.
    The time range in the first account of the 2 accounts selected on the previous page.
    If the set selected was Equipment Outlay - Depreciation Expense, then the source account is Equipment Outlay, and
    Source Time Range
     is the time range for this account.
  9. (Optional) Select filters to narrow the range of the report.
    You can create filters based on levels or on any modeled account that has a pattern in its formula.
  10. Click
    Next
    .
    The
    Display Options
     page displays. You can select whether the report will display months, quarters, and years for both the source account and the output account.
  11. Click
    View Report, View Repeating, Save
    , or
    Cancel
    .
    Option Description
    View
    To view report.
    Save
    To save report.
    View Repeating
    To set up a repeating report. A repeating report creates an Excel workbook with the same report repeated with sheets for each of the filters you select.
  12. Click
    Save Report
    .