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

Create Report Books

  • Verify the reports that you want to add to your report book exist.
  • Security:
    • Access Reports
       permission.
    • Create Personal Reports
       permission.
    • Create Shared Reports
       permission.
Create a report book as a collection of reports that you can:
  • Distribute as a single report.
  • Reuse in a presentation.
If you share the report book with other users, they can view only reports to which they have access.
  1. Go to
    Reports
    .
    The overview page displays.
  2. Click
    Add New
     and select
    Report Book
    .
  3. Specify a report book name that users can identify in the report details.
  4. Optional. Enter a description for the report book. This text displays in a tooltip when a user hovers over the report book name in the report details.
  5. Drag and drop reports from the report folders into the
    Included Reports
     section.
  6. Save the report book as a personal or shared report.
  7. Optional. Click
    Run Report Book
     to generate and download a zip file containing the reports.
The saved report book displays in the report details area of the overview page along with the other report types.
You want to share 3 different reports showing quarter-end results with your team. Instead of sharing the reports individually, you create a single report book and include all relevant reports in it. You then share the report book with the team.
To run a report in a report book, open the zip file and double-click the report file. If a report includes a prompting parameter, you must select a parameter value, then run and download the report. You can also create a snapshot report of a report book.