As an Anaplan user, I would like to be able to print, export, or email Dashboards and/or Worksheets in the New UX based on a selection of list items relevant to the the Board/Worksheet. This process should be able to be scheduled (e.g. daily, weekly, monthy at a set time) or run on-demand by the user.
The user should be able to select the items to be generated based on:
User should also have the ability to choose the naming convention for the files that need to be saved. As an example, they should be able to enter a filename and a prefix of suffix to use (e.g. "FY20 P&L_" + [Cost Centre Code]) for each file to be generated and saved.
This functionality should also be available in the Anaplan Excel Add-in.
Certain companies require reports to be sent out to various non-Anaplan user and others have the need to store historical softcopies of monthly reports. The above functionality will enable the users to either print, save, email reports through a batch process which can be scheduled or done on-demand.
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