How could I see the new management reporting option when I click the "Create a page" button in UX?
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!
Answers
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To avoid confusion, ensure the user has the Page Builder role assigned. Creating a page via an APP offers full functionality, unlike My Pages. Renaming the "Create a page" button in My Pages to "Create a personal page" can clarify its purpose. This approach helps differentiate between general and personal page creation. Here are helpful links for reference:
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