Adaptive Planning Walkthrough

Select the report.

Select the required version or leave the input box empty to use your accounts' default version.

Click on accounts to load a list of all available accounts.

Click again to extend the list of all accounts. Choose an account by selecting the checkbox to the left of each account. You can use the search bar to filter for specific accounts. Once done, click on  save .

You can choose additional accounts options once saved by checking the box next to each account name. Check the Include Descendants checkbox to include direct descendants for that account e.g. include descendants for the "assets" account will include "current assets", "fixed assets" etc'.

You won't see the included accounts in the UI, however, you will see them in the results returned.

Click on the levels to load a list of all available levels.

Click again to extend the list of all levels. Choose a level by selecting the checkbox to the left of each account. You can use the search bar to filter for specific levels. Once done, click on  save .

You can choose additional levels of options once saved by checking the box next to each level name. Check the Include Descendants checkbox to include direct descendants for that level. Check is rollup to have the results aggregated to that level.

Select the required Dimensions

The date range for this report is month based, meaning you can only choose months.

At the end of the run, if the end date is after the run date, the start date will evaluate to the end date.

Check the Include Empty Rows to retrieve rows without informative values

Check Include Time Roll-Ups to have additional results aggregated to a quarterly level e.g. Q1 - 2019, Q2-2019, etc'.

Select a specific currency to override the default corporate currency or leave empty to use the default corporate currency.