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215 VOTE
Status Planned for future release
Workspace Planning Analytics
Created by Guest
Created on Oct 11, 2018

RELATED IDEAS

Bursting reports with email notification

Would like the ability to burst PAW reports as PDF.
Would like the ability to burst PAX reports as Excel Slice, Excel Snap-shot or PDF.
eg. TM1 Perspectives Print Report feature
With added email notifications and ability to email burst reports by reading the emails from a PA cube. Eg. burst 100 Cost Centre reports as PDF and email them to Cost Centre owners, which are defined by an Attribute with their email address held in the Cost Centre dimension or could be held by a PA cube.
Reports can either be emailed directly or written to a shared folder for users to access.
  • Guest
    Reply
    |     Dec 12, 2024

    Hi team, any update on this? I think currently the Shared option in PAW is missing this feature, e.g. allowing a burst export in PDF format via email. Also, users are looking into ways to get the export on a scheduled basis, let' say weekly or monthly for presentation/reporting purposes. This will be a great addition to the tool, making PAW a very user friendly application. Thanks!

  • Guest
    Reply
    |     Jul 31, 2024

    Hi team, is there any time schedule available? Many thanks,

  • Guest
    Reply
    |     Apr 25, 2024

    Hi team, could you share time details for this idea?

  • Guest
    Reply
    |     Aug 15, 2023

    what is the current status of this idea?


    Thank you in advance!

  • Guest
    Reply
    |     Mar 23, 2022

    We had an urgent need for this feature, so we ended up purchasing ReportWORQ from Quebit to do it.
    https://quebit.com/reportworq

  • Guest
    Reply
    |     Aug 4, 2021

    We also have nearly 100 customers that cannot move to Planning Analytics, unless there is a solution to output as PDF (and or excel) with page breaks by a dimension of cost/charge centers. (The PDF report output is a contractual obligation we have with the customer.)

  • Guest
    Reply
    |     Jan 14, 2021

    BNYM is looking for the Extraction to PDF, Please keep us posted

  • Guest
    Reply
    |     Sep 30, 2020

    Highly recommend QueBIT's FREE Print Reports tool as a replacement for Perspective's Print Reports functionality. ReportWORQ from QueBIT has extensive functionality for Email, SharePoint and Slack distribution. https://quebit.com/printreports

  • Guest
    Reply
    |     Feb 7, 2020

    This functionality in Planning Analytics for Excel is key to moving clients to the new interface without it; they will not move.

  • Guest
    Reply
    |     Aug 7, 2019

    I would recommend starting with first replacing the functionality that existed in Perspectives, then moving forward with everything that this person laid out.

30 MERGED

Report Distribution outside of the Planning Analytics Workspace environment

Merged
We would like to be able to schedule a time and prepare different list of clients (using an email address ) in order to dispatch a set of reports via e-mail (in pdf or excel format), directly from Planning Analytics Workspace.
almost 7 years ago in Planning Analytics 0 Planned for future release

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