Simplify Your Adaptive Planning Reports with OfficeConnect

In this session, you’ll learn how to simplify reporting, save time, and eliminate manual errors by leveraging OfficeConnect’s key features:

What we’ll cover:

• Drag-and-Drop Reporting: Quickly build reports by dragging in departments, accounts, and time periods.
• Relative Dates: Create dynamic monthly report workbooks that automatically update with current and future period data.
• Repeating Reports: Build templates once and easily replicate them across departments or other dimensions.

Key takeaways:

• Eliminate manual exports and reduce copy/paste errors
• Ensure consistency and accuracy across all reporting
• Drill into Adaptive data directly from Excel
• Format reports to align with your brand’s look and feel
• Accelerate turnaround for month-end close, forecasts, and board materials