Planning Reports

There are three report templates for the Planning area and they are the Planning PSR Trending Analysis, Planning Revenue Summary Report Template, and PSR Report Template.

Use the Planning PSR Trending Analysis report to show how the pre-determined time analysis dimension can be used for trending PSR data in a report.

Use the Planning Revenue Summary Template as a starting point when you create project reports from reporting views in Budgeting & Planning. It is easy to use and you can make your own reports based on it.

The PSR Report Template can be used when you want to create reports based on PSR Report tables in Budgeting & Planning. Similar with the Revenue Summary Report Template, you can modify it and customize based on the needs of your business.