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Anaplan XL reporting support for Mac OS systems.
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The current Anaplan XL add in is not available on Mac OS systems which hinders few users from leveraging its benefits. How often is…
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Is anyone else having problems with the management reporting page?
While working these last few days I've encountered these problems: layout/conditional formatting not saving after a pivot mix going back and seeing blank columns the "apply" button not clicking after any settings Has this happened to you too? Do you have any suggestions? These problems slow me down a lot and require me to…
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Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
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Shaping the future of reporting: How Anaplan empowers every decision-maker
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…
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Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
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Ability to Generate Management Reports based on a Hierarchy Chart
We currently have a requirement, working with a very large Bank on their Workforce planning use-case to view their Organisational Hierarchy in a Current and Proposed state. The UX view of the Hierarchy Chart works well, even with very large volumes of data. There is also a requirement to have a Management Report that…
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Line Item Spacing within a Text Box
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Option to adjust line spacing within a text box. Who is this impacting? (ex. model builders, solution architects, partners, admins,…
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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
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Exporting and distributing management reports
Hi, We have created some really great looking customer reports in Anaplan but it is very time consuming exporting each individual customer report and then renaming the file to the customer name. We have over a hundred customers to issue reports to. Has anyone in the community come up with a way to expediate this process? I…
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Management reporting commentary boxes - size by version
In management reporting is it possible to link commentary boxes to versions? e.g. Version A may have lots of commentary about revenue and very little on COGS, Version B has little on Rev and lots on COGS - this will make our report spacing look awkward.
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Mmt Reporting - defining card position
In management reporting can we define the position of cards e.g. option to enter x mm from top left / top right, similar to PPT positioning?
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Mmt Reporting - notes commentary boxes
In management reporting it would be really useful for end users to have the ability to make notes for presentation - similar to the notes function at the bottom of PPT slides that allows users to add a commentary that doesn't appear in the presentation/pdf version.
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Ability to change the font colour of the data labels for each series.
For better user experience, are we able to change the font colour of each of the series in a chart.
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Mmt reporting - greater formatting variety for text boxes
Highlighting, bolding, underlining text, adding text commentary & re-ordering pages without entering edit mode. MR Contributors can apply formatting to the page, but without it being a page edit - this would allow users to replicate standard mgmt. report deck production (highlighting/bolding etc. of key points). This would…
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Management Reporting - Undo/Redo buttons
In management reporting can we get an undo button? Allows you to undo accidents made during editing
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Undo option on Report pages
When making edits on the Report pages it would be very helpful to have an option to UNDO changes (even if its the last change). Often if you are trying to align cards things get moved and it takes time to go back and add them precisely.
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Management Reporting Spell Checker
Would it be possible to get a Management Reporting Spell Checker feature like what Microsoft apps currently have for commentary boxes.
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Mmt Reporting - Allow multiple concurrent Page Builders
In mmt reporting we have been having version control issues if saving a page whilst multiple people are editing. Ideally is there a way having multiple people editing at the same time? Alternatively is possible to lock the page while one person is making changes and state who is in there making the changes. (Should be able…
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Is there a way to remove the extra empty columns in Report App?
Hello, I'm building report pages. Is there a way to auto-fit the data such that empty columns won't show? It would look so much better:
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Is there a way to filter the dropdown in a Report page similar to the Board page?
Hello, Is there a way to filter the dropdown in a Report page similar to the Board page? I don't have the same capacity when in the Report page. There's no Gear icon to filter: Below is the screenshot from the Board page where I was able to filter my toggle dropdown:
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Bulk PDF Export
We have received a requirement to do bulk export from Management Reporting for all the intersections available. At the moment, we can only do for one intersection and it takes a few seconds for the pdf to be even available for export. Would be great to have this capability to do bulk pdf exports.
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Do we have workaround for management reporting context selectors filter/show-hide?
Hi all, Do we have any neat workaround for either filtering/using show-hide on the context selectors in the management report type of page? There's a list with parent members, where I want to hide the parent members from the page. Thanks for the help in advance!!
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Management report should support more dynamic layouts (e.g. filtering on columns to display)
Below is an issue which is stopping me from using Management Report (UX Page type = Report). The issue is that once a card is published to the page: * Dynamic columns are not respected if based on a filter there should be more columns than initially published, it won’t show * Dynamic columns are not respected if based on a…
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Filtering a Custom Report Based on User Selection
Hello, We have a series of reports that we want users to have the option to select a Year over Year comparison (such as 'FY25B vs FY25A' in the dark blue) and the corresponding light blue to be filtered. Below is an end result of one selection: If a user were to select 'FY25A vs FY24A' the result would look like this: This…
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Approach for managing conditional formatting colors in one place
Thought I'd drop this here in case it's helpful to anyone. Business Need To promote a consistent user experience and an intuitive application, we want colors to be used in a consistent manner across an application. We also want it to be easy to quickly and easily change those colors in the event of: Changes to user…
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Is there a feature for Dynamic page numbering in Management Reporting?
Is it possible to get dynamic page numbering in Management reporting (similar to PowerPoint functionality) based on ordering of slides? Currently the only way we have found to update slide numbering is to add a manual text box to each page in the report.
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Mmt Reporting - Allow grouping of cards
In management reporting, when you highlight a group of cards and then stretch them to fit the page, they can become overlapped, would be good that when you change the page size it changes accordingly or when you change dimensions of cards they also act accordingly. Similar to the 'group objects' in paint.
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Mmt Reporting - Availability of Grid card templates
Any grid card saved template cannot by used on a Mmt reporting page. Is it possible to have templates tat are shared between dashboards and management reports?
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Mmt Reporting - Ability to define height and width of cards
When updating cards in management reporting is it possible to dictate the size of the boxes (similar to PPT), page builders need to stretch dimensions rather than keying them in directly.
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Mmt reporting - new user role for management reporting contributors
Is it possible to have different types of page builder access? End users may want to move boxes around depending on commentary - ideally we would not want to give them full page builder access. New user role, like page editor, but is only applicable for Management Report pages