• Skip to main content
  • Skip to footer
Revelwood Logo

Revelwood

Your SUPER-powered WP Engine Site

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • Solutions
      • Workday Adaptive Planning
      • IBM Planning Analytics
      • BlackLine
    • Services
      • Implementation Services
      • Customer Care
        • Help Desk
        • System Administration as a Service
      • Training
        • Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • Products
      • DataMaestro
      • LightSpeed
      • IBM Planning Analytics Utilities
  • How We Help
    • Workday Adaptive Planning Use Cases
    • IBM Planning Analytics Use Cases
    • BlackLine Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
  • Contact Us

Workday Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Reusable Reports

 

November 9, 2022

By Ben Alcock

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.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Crosstabs – The Significance of and How to Build

Workday Adaptive Planning Tips & Tricks: Creating an Excel File Data Source

Workday Adaptive Planning Tips & Tricks: Data Integration and the Planning Data Source

Author

  • Ben Alcock
    Ben Alcock

    View all posts

    • Categories

      • Awards & Recognition
      • Financial Close & Consolidation
      • FP&A Done Right
      • IBM Planning Analytics Tips & Tricks
      • News & Events
      • Success Stories
      • Tech Bulletins
      • Workday Adaptive Planning Insights
      • Workday Adaptive Planning Tips & Tricks

    Popular Posts

    Authors

    Adam Riskin
    Adam Riskin
    Ailenette Cruz
    Ailenette Cruz
    Alex Goldman
    Alex Goldman
    Ben Alcock
    Ben Alcock
    Brian Combs
    Brian Combs
    Dave Miersch
    Dave Miersch
    Dillon Rossman
    Dillon Rossman
    Gary Leiffer
    Gary Leiffer
    John Pra Sisto
    John Pra Sisto
    Ken Wolf
    Ken Wolf
    Koury Reid
    Koury Reid
    Lee Lazarow
    Lee Lazarow
    Lisa Minneci
    Lisa Minneci
    Marc Assenza
    Marc Assenza
    Mary Luchs
    Mary Luchs
    Michelle Song
    Michelle Song
    Nina Inverso
    Nina Inverso
    Revelwood
    Revelwood
    Robert Nordhagen
    Robert Nordhagen
    Tara Byrnes
    Tara Byrnes
    Wesley DeMarco
    Wesley DeMarco

    Sign up for our newsletter

    Connect

Footer

Revelwood Overview

Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics
  • BlackLine

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

Contact:

25B Vreeland Road, Suite 111 Florham Park, NJ 07932
201.984.3030
info@revelwood.com

Copyright © 2023 · Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc.