Workday Adaptive Planning Tips & Tricks: Reusable Reports

November 9, 2022

As a relative newcomer to Workday Adaptive Planning, I find the Reusable reports function particularly useful.

The ability to create a Reusable Report is a function in Adaptive Planning that preserves the elements and format of a previously saved Matrix Report. Row and column segments that have been organized and formatted are added to the element pane and are able to be dragged and dropped on any new Matrix Report to quickly add structure.

A good use for Reusable Reports is when building multiple reports for a version that occurs during the same time period. After formatting this once, you can easily drag and drop each segment to a new report and your time and version structure will carry over. Another use is combining reports – it’s as easy as saving one or both as reusable and then adding it to the bottom of the other to display them together.

Here is how to save an already created Matrix Report as reusable and use it to quickly create another similarly structured report.

The example report we’re going to use displays the revenue of each product group and total Product Revenue for the year 2019, in the Version: “Last Year Budget – Approved”.

Below shows the behind-the-scenes Report Editor for the above report.

Notice how the columns are expanded to show each quarter as well as the full year total. This is a format choice made in the Elements Pane that we want to reuse in the next report we build.

To make this a Reusable Report, first find the report on the Reports Overview page.

Right click on the report and select “Add to Reusable Reports”

Now we’re going to create a new Matrix Report that displays the maintenance revenue of each account and total maintenance revenue for the same year and version as the 2019 Product Revenue report.

Create a new Matrix Report and look at the bottom of the Elements Pane on the left, notice the section for Reusable Reports.

From here, expand the report you want to reuse and drag and drop the desired elements/segments. In this example, we want to reuse the column segment and its formatting.

Add to the row axis the element you wish to display on your new report, in this case we want the account, Maintenance Revenue.

Select Save and Run, and just like that, you’ve used a Reusable Report to quickly create a similar but different report that follows the same time and version formatting as the other!

Visit Revelwood’s Knowledge Center for our Workday Adaptive Planning Tips & Tricks or sign up here to get our Workday Adaptive Planning Tips & Tricks delivered directly to your inbox. Not sure where to start with Workday Adaptive Planning? Our team here at Revelwood can help! Contact us info@revelwood.com for more information.

Author

Ben Alcock

View all posts