Management Reports - Automating PDFs

Question

Hi, we need to bulk export approximately 150 customer Management Reports as PDFs each month from Anaplan. It involves selecting each customer from the context selector, exporting to pdf and then renaming the file.

Currently this is a manual process. Has anyone implemented an automated solution to bulk export Management Report PDFs?

Any guidance on recommended approaches would be appreciated.

seb_mcmillan · Answer

Hi

Unfortunately this isn't on our current roadmap but we do have some similar customer requests and I've forwarded this on to the UX Product Manager.

Disclosure Management is an option for generating automated reporting (and other distributable document in Powerpoint and Word)

Disclosure Management Application | Anaplan

Your BP and/or AE can get you more info if this is something you are interested in

tfearns · Answer

Following this as we have weekly processes which are similar (albeit not as many).