Products / Reporting & Dashboards
With Adaptive Planning's reporting and dashboards, business users can gain a deeper understanding of their business, with greater ease, than previously possible. The solution's “drag and drop” Report Builder puts powerful yet easy-to-use web-based reporting in the hands of Finance, budget managers, and executives. By providing an easy way to analyze complex data and multiple scenarios, Adaptive Planning allows users throughout a company to collaborate and make faster, more informed business decisions.
Benefits:
- Make better, faster business decisions through improved access to information
- Slice and dice actual and plan data in order to understand profit by product by region, expenses by project by department, and similar analyses
- Get an at-a-glance view of KPIs, graphs, metrics, and tables
- Perform timely and accurate ad-hoc reporting
- Generate and distribute real-time reports
- Provide self-service reporting to department users, freeing up finance resources
- Avoid dependence on IT report writing and analysis
- Enhance visibility into performance for all employees throughout your company
- Establish a “single version of the truth” that includes historical and forecast data
- Easily compare across multiple versions and scenarios
Features:
- “Drag and Drop” Report Builder. Enable users to create sophisticated reports and analyses with newfound ease. Users simply select relevant items from a menu, drag them onto a graphical workspace, choose formatting options, and generate the report.
- Customized, Multi-Dimensional Reports. Create custom reports that filter based on multiple data dimensions, such as expenses by project or sales by product by region. Reports can be shared among other users or kept private by a single user.
- Customizable Dashboards. Provide at-a-glance views of KPIs, graphs, metrics, and tables from multiple systems or departments in a single location.
- Automatic Security Filtering. Automatically filter data that is displayed in a report based on the user's security access. Report formats can be defined once and used at various management levels without inappropriately exposing sensitive information.
- Drill-Down Capabilities. Allow users to analyze the underlying data that contributes to a specific total or rollup value via real-time drill-down capabilities in reports.
- Report Filters. Limit the data displayed in a report, such as filtering by department or sales territory.
- Multi-Version Variance Reporting. Compare actual, budget, and forecast data, and show variance by either dollar or percentage amounts. Time frames can be adjusted, and data can be filtered across many dimensions.
- Report Formats. Output reports in HTML, PDF, or Excel formats.
- Report Distribution. Enable seamless, real-time report distribution between finance and the rest of the organization.
- Report Management. Organize, search for, and share reports with other users across the organization.
