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Adaptive Planning
Create Basic Matrix Reports

Create Basic Matrix Reports

  • Familiarity with the available web report types, data access, and precedence rules.
  • Security:
    • Access Reports
       permission.
    • Create Personal Reports
       permission.
    • Create Shared Reports
       permission.
You can create a matrix report by defining its rows and columns. A valid matrix report must include at least:
  • 1 account or account attribute element.
  • 1 row and 1 column.
Example: An income statement is a common matrix report that includes assets and liabilities on the rows and time on the columns. You can create complex matrix reports by stacking elements in the rows, columns, filters, and parameters areas.
  1. Select
    Reports
     from main menu.
  2. Click
    Add New
    Matrix
    .
  3. From the
    Elements
     pane, add:
    • Accounts or account attribute elements to the rows or columns.
    • Any other elements besides accounts to the rows or columns.
    • (Optional) 1 or more elements you want to use as filters into the Filters section.
    • (Optional) 1 or more elements you want to use as parameters into the
      Parameters
      area. Report parameters enable viewers to adjust the report. You can create parameters using any of the elements currently on the report. Example: To enable viewers to change the level on the report, add
      Level
       to the parameters.
  4. (Optional) To display information such as the default version, level, or currency that applies to the report:
    1. From the toolbar, click
      Report properties
      .
    2. In the
      Display
       tab, select the
      Show report information
       check box and click
      Apply
      .
      To hide this report information when viewing the report, click
      Hide Information
       in the toolbar.
  5. Click
    Run report
     to display the data in the report viewer.
  6. Save the report. When you select a
    Share Reports
     folder location, you can select
    Save & Share
     to specify sharing details.