Reporting
You can create quick, informal reports, just as you would in a spreadsheet, using Ad Hoc Analysis and then export the resulting report to a PDF file. You can design the screen layout yourself, or begin with a saved layout (known as a data view).
You can create formal, boardroom-quality reports from templates, using Template Studio. Templates support drill-through and pivot-table-like functionality, and more.
If a data view contains supporting detail in line item schedules, you can see them in a line item schedule report. Administrators can also create custom line item reports.
Tip: If you create an informal report in Ad Hoc Analysis and then decide that you want to use it for a formal report, you can import the data view to a template.
Do my reporting needs affect my model?
They can. Models used for reporting are created in the same way as a budgeting model. However, reporting models often require additional dimensions that are not necessarily included in a budgeting model; for example, a reporting model may include dimensions such as Product, Customers or other non-financial business factors.
Note: Additional dimensions cannot be added to existing models; however, new models can use those existing dimensions. If you want to use the same Account, Time, and Version dimensions from an existing model, in
Use Case: How to create a monthly reporting package.