Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan.
Where insights meet action — right inside the planning platform.
A new chapter in reporting
Today’s decision-makers need more than static dashboards. They need fast, clear, and trusted insights — without relying on experts or switching tools.
At Anaplan, we’re transforming reporting into a real-time, self-service experience. Our strategy focuses on:
- Visual clarity: Clean, modern reports that communicate instantly.
- User empowerment: Tools that let everyone — from execs to planners — act on data directly.
- Enterprise connectedness: A single platform view, across models and functions.
Let’s explore how this vision comes to life through Anaplan’s native reporting experience.
Anaplan’s native reporting tools: designed for every business role
Anaplan offers a suite of reporting tools tailored to different business needs and working styles, whether you’re making strategic decisions, analyzing performance, preparing regulatory reports, or planning future scenarios.
Each tool is designed to deliver data in a clear, connected, and actionable way, supporting the distinct needs of executives, planners, and analysts alike.
Tool | Best for |
|---|
UX Boards & Worksheets | Enabling planners and analysts to build interactive dashboards, compare scenarios, and explore data dynamically. |
Management Reporting | Helping executives make decisions through structured insights through presentation-ready reports. |
Disclosure Management | Automating formatted, periodic reports for board books, annual filings, and external stakeholder reporting. |
Anaplan XL | Empowering analysts to leverage live Anaplan data in Excel for ad-hoc analysis and highly formatted reports, while maintaining data trust. |
Anaplan Mobile | Allowing decision-makers to monitor KPIs and review dashboards from anywhere, anytime. |
These tools are built on a shared user experience framework, enabling consistent core capabilities — like filters, collaboration, or conditional formatting — across most experiences. Meanwhile, Disclosure Management complements this ecosystem by specializing in repeatable, audit-ready, narrative-driven reports, especially where formatting accuracy and regulatory compliance are non-negotiable.
Figure 1. Native Anaplan reporting tools
A consistent user experience across tools for executives, planners, and analysts — tailored to how each works.
Enhanced visual design: make data speak
Modern reporting must deliver more than just accuracy—it must deliver clarity and impact. Executives want to grasp insights at a glance. Planners need to visualize scenarios. Analysts must craft compelling data stories.
Features that deliver visual impact
Anaplan reporting delivers clarity not only through layout and structure, but through dynamic features that help highlight what matters most.
- Flexible layout and card-based design
Easily arrange KPIs, charts, and grids to match the flow of your story or meeting. Boards support intuitive summaries, while Worksheets enable side-by-side comparisons for deeper analysis.
- Responsive design
Whether viewed on desktop or mobile, Anaplan reports adapt automatically to preserve visual clarity across devices.
- Narrative-rich presentation
In Management Reporting, structured pages allow precise placement of tables and narrative commentary, creating executive-ready content with visual polish. (See demo on Anaplan.com.)
- Visual emphasis tools
Features like conditional formatting help draw attention to variances and trends, ensuring critical insights stand out clearly—especially in grid-based views like Worksheets.
Figure 2. Features that enhance visual clarity in Anaplan reporting
Empowering end users: insights without intermediaries
Traditional reporting often depends on technical experts to manipulate models, export data, or answer ad-hoc questions. Anaplan changes that.
With tools like My Pages, interactive grids, and in-context collaboration, every user — no matter their technical skill — can access, explore, and act on insights directly.
Here’s how we put power into the hands of each role:
- Analysts can conduct ad-hoc analysis, build outputs, and align KPIs across models—without model builder support.
- Executives can ask "what-if" questions, monitor KPIs, and receive alerts in real time—without waiting on others.
- Planners can run simulations, adjust assumptions, and explore alternatives—all within the platform.
This shift reduces friction, speeds up insight generation, and lets users focus on outcomes—not on system navigation.
Figure 3. Self-service tools for personalized, collaborative reporting
A connected view across the enterprise — real-time confidence
Disconnected tools lead to duplicated data, slow decisions, and fragmented insights. Anaplan is removing those silos.
Our reporting vision goes beyond single-model views. We’re creating a unified experience—powered by Anaplan models and orchestrated by ADO—where KPIs from finance, supply chain, and sales align on a single platform.
With shared master data, synchronized metadata, and mobile/web access, users gain a consistent, trusted view—regardless of model or system.
- Executives to make enterprise-wide decisions without data reconciliation.
- Analysts to manage insights across models and surface trends with context.
- Planners to simulate outcomes with real-time inputs from across the business.
One platform. One truth. No duplication. No delay.
Figure 4. Connected reporting in Anaplan: unified KPIs from internal models and external data
When to use what: persona-based scenarios
Every reporting tool has its sweet spot. Here’s how different personas benefit from our toolkit:
Persona | Use Case Examples | Recommended Tools |
|---|
Executive | Monitor KPIs, explore scenarios, act fast on alerts | Management Reporting, Disclosure Management, Mobile, Boards |
Analyst | Align KPIs across models, manage data sources, create connected insights | Boards, Management Reporting, Worksheets, Anaplan XL[GC1] , |
Planner | Visualize drivers, simulate scenarios, adjust inputs dynamically | Boards, , Worksheets, Anaplan XL |
Reporting that powers the future
Reporting at Anaplan isn’t just about outputs—it’s how better decisions happen.
With a modern design, self-service tools, and a unified view of your business, every user gain clarity, confidence, and speed.
One platform. One source of truth. One step closer to better planning outcomes.
Learn more
See how Anaplan brings clarity, flexibility, and alignment to every reporting experience:
- Planning Experience page:
Explore how planners, analysts, and decision-makers create dynamic, self-service dashboards and visual reporting experiences.
- Disclosure Management page:
Learn how to build executive-ready reports with structured layouts and narrative storytelling — ideal for board and regulatory use cases.
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