How could I see the new management reporting option when I click the "Create a page" button in UX?

DingZ
DingZ
in User Experience

This question has been asked many times by clients and internal Anaplan users.

 

So the prerequisite is to ensure that the user account in question has the Page Builder role. If it doesn't, this is how we can ensure the Page Builder role is assigned:

 

https://help.anaplan.com/ea9da2fa-ffe5-4040-830d-2a0ab51d10c5-Assign-the-page-builder-role

 

I found that Anapedia explains very clearly that the management reporting option can be invoked by clicking the "Create a page" button from an APP:

 

https://help.anaplan.com/0e49fef9-6e99-4456-9912-57445d84f14c-Create-a-page

 

But it does not mention that this option cannot be invoked by clicking the "Create a page" button from My Pages:

 

https://help.anaplan.com/1f1309ac-4be8-4fc4-8d2e-376ece9c5f29-Create-a-page-in-My-Pages

 

I'll attach some screenshots to support this discussion.

 

Perhaps we can try to rename the "Create a page" button within the My Pages to some other name such as "Create a personal page" to avoid the confusion?

 

Thanks!

 

 

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Answers

  • vitexbakle
    vitexbakle
    edited November 4

    To see the new management reporting option in UX, ensure you have the latest updates and the necessary permissions. Then, go to "Create a page" in the UX interface, and the option should appear happyhour if available for your role and setup

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