This article gives an overview of the Reports view in Meisterplan as well as working with integrated reports.
- Integrated or External Reporting?
- Opening the Reports View
- Features for All Users
- Features for Administrators and Data Managers
- Report Rights
- Integrated Reports
Integrated or External Reporting?
With Meisterplan, you can use reports integrated in Meisterplan as well as reports created by your favorite external reporting software. This page describes using integrated reports. If you want to use external software, see the Reporting Data for External Reporting article for details.
Opening the Reports View
The Reports view provides access to all integrated reports. It is always available in the sidebar:
Features for All Users
All users may open reports to which they have been granted access and select reports as favorites:
Open Report: double-click a report in the list or hover over its list entry and click the "open" (arrow in box) icon at the right to open that report.
Select Report as Favorite: Click the star icon next to a report to select it as a favorite. Your favorites will be grouped together at the start of the list before all other reports.
Features for Administrators and Data Managers
Users with the Administrator or Data Manager access levels may also add new reports, edit report properties and access rights, delete reports and configure data preparation for external reporting.
Add Report above the list will add a new integrated report (see the Integrated Reports section below).
Templates above the list will create a new pivot report from a template (for details, see the Integrated Pivot Reports - Overview and Templates article).
Reporting Data above the list lets you set up the reporting database for external reporting (see the Reporting Data for External Reporting article).
Edit Report: Hover over a report and click the pen icon at the right to edit this report's properties and access rights (see Report Rights below).
Delete Report: Hover over a report and click the garbage can icon at the right to delete this report. You will be asked to
Please note that users must explicitly be assigned report rights to be able to see any reports. This can either be done right here or in the Manage > Users administration view.
You may create the following report types in the report manager:
- Pivot & Charts: Allocations
- Pivot & Charts: Capacities
- Pivot & Charts: Projects
- Pivot & Charts: Financials
- Excel Pivot Report
- Scenario Comparison Report
- Smartsheet Pivot Report
- Weblink Report
Click a link to learn more about the respective report type.
Creating or configuring reports requires the Administrator or Data Manager access level.
Please note that the Date Range cannot be saved for individual reports.