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Reports View and Integrated Reports

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Stefan Schneider
  • Updated

This article gives an overview of the Reports view in Meisterplan as well as working with integrated reports.

Integrated or External Reporting?

With Meisterplan you can use integrated reports as well as your preferred external reporting software such as PowerBI or Tableau. This page gives an overview of the use of integrated reports. If you want to use external software, see the Reporting Data for External Reporting article for details.

What Data Is Being Used for Reports?

The data set depends on the report type, which you select when adding the report to Meisterplan:

  • For integrated "Pivot & Charts"-type reports, the data set is generally based on the date range, portfolio, and scenario you have selected in the top left of your screen while viewing the report. See the Integrated Pivot Reports - Overview and Templates article for details.
  • For “Smartsheet” and “Excel Pivot”-type reports, you select the data set when you first add the report to Meisterplan or edit it in the report list.
  • For “Scenario Comparison”-type reports, you select the data set when opening the report.
  • For “Weblink”-type reports, the data set is based on how you configure the third-party solution that you use for this report.

Opening the Reports View

To open this view, click Reports in the left sidebar:

Meisterplan-Reports-View-Overview1.1.png

Add a Report

To do this, your Meisterplan user must have the Data Manager or Administrator access level.

Click  Add Report in the toolbar in order to add a new integrated report. You will find more details on the report types available in the Integrated Reports section.

Click on  Templates in the toolbar to add a new pivot report from a template. You can find more details in the article Integrated Pivot Reports - Overview and Templates.

Configuring Report Name and Viewing Rights

To do this, your Meisterplan user must have the Data Manager or Administrator access level.

Move the cursor over a report in the list then click on the pen icon () in order to change the configuration of a report:

Meisterplan-Reports-Configuration1.1.png

Under Report Rights, you can specify which Meisterplan users can view this report. In order to also edit the report, the Meisterplan user needs to have the Data Manager or Administrator access level.

Open a Report

Move the cursor over a report in the list and click on the open icon () in order to open that report.

Delete a Report

To do this, you must have the Data Manager or Administrator access level.

Move the cursor over a report in the list and click on the trashcan icon () in order to delete that report.

Select Report as a Favorite

Click on the  before the report name in order to select this report as a favorite. Your favorites are grouped together at the top of the list before the rest of the reports.

Integrated Reports

The following integrated report types are available in the Reports view:

Click any of the links above to learn more about the respective report type.

Configure the Reporting Database

To do this, your Meisterplan user must have the Data Manager or Administrator access level.

Click on  Reporting Data to configure the data for generating reports outside of Meisterplan. You can learn more about this in the article Reporting Data for External Reporting.

 

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