Transform real-time data into strategic action with Anaplan Management Reporting.
Anaplans reporting functions make it easy to create dynamic, accurate, and digestible management reports, using real-time data within the Anaplan Platform. Drag and drop layouts, visualisations, and flexible options, means organisations can tailor reports to their stakeholders, highlight key metrics, and present insights with clarity, so leaders who rely on reports for decision-making are confident and well-informed.
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Transcript
Welcome to another Bedford Consulting spotlight video. Today, I’m going to be showing you how to configure Anaplan’s new report page to enhance your reporting capabilities within Anaplan. Using the new report page, a page builder can create consistently styled report pages, including visualisations that will bring focus to relevant data and help you to communicate actionable insights. Anaplan reports are for all users, but particularly those who need to transform data into visually compelling narratives to help drive decisions. As a page builder, you can create management reports as well as slide decks for executive stakeholders based on your Anaplan modules.
Creating a Report Page: So to create the page, I’m going to click on “Create page.” You’ll see now that we have a third UX page available to us, the report page. I’m going to give that page a name, define its workspace, and also the model that I want the data to come from. A report page is essentially a deck of slides or a combination of reporting pages that you can customise with cards, in the same way you build boards and worksheets.
Designing a Report Page: With the freeform report layout, you can precisely design the look and feel of the report. The first screen you come to when you create a new page is a blank screen. But here, for each individual page, you can select the page size for printing. You can select the orientation (portrait or landscape), and you can select the background colour, including adding in any hex colours or codes to match your corporate colours.
Adding Cards: Then you can begin to add cards to your page. Unlike boards and worksheets, the cards on a report page can be arranged anywhere, so completely freely. You can create focused visual insights on your data. There are six types of cards: the text card, presentation table, chart, KPI, image, and map-type cards.
Drag & Drop: Bringing a card onto your report page is as simple as drag and drop. Once on the page, you can move, resize, and reorder the cards to emphasise and provide your narrative flow. You can arrange your cards anywhere on the slide in any size to compose your report.
Dynamic Text: You can link the text card to a particular module to bring in dynamic text. For example, you can bring in context labels from your lists within this module or line item values that will be context-specific based on your selection.
Cards can also be duplicated and deleted with the right-click button. You can bring them forward and send them backward on the page to control their placement.
Slides: As a page builder, you can add new slides, reorder them with drag and drop, rename, or duplicate them. Our recommendation would be to build a default slide layout and then duplicate this for your other slides.
Summary: The report pages work in the same way as boards and worksheets in that your dynamic selection will change the data on the report page. The addition of dynamic text on report pages incorporating line item data, such as text lists and values or any module dimension, will enhance your reporting capabilities and enable you to easily convey your insights. The addition of visualisations, such as your customisable KPIs with sparklines and charts, enables users to tell the story behind the numbers, helping them make sense of data and to spot the trends.
When you’ve designed your report, publish it so that users can view it. You can then choose to present it or export it to PDF.
So there you have it—use Anaplan report pages to quickly and easily create visually compelling board-ready reports that can be shared with a range of audiences across the business.
Thanks for watching. If you want any more information about building report pages in Anaplan or if you’re not already using Anaplan and would like a more detailed demonstration, please do speak to us about this, and we’ll be happy to help.
