Setting Report Preferences

Creating Reports describes how to generate a basic Predictive Planning report. Report preferences enable you to customize reports.

To set report preferences:

1. In the Create Report dialog, click Report Preferences.
2. On the Report tab of the Report Preferences dialog, in the Report sections list, select Report Summary to review and, optionally, modify the display selections:

   • Report title—Displays a default report title

   • Run date/time—The date and time the report was created

   • Data attributes—The number of members and other descriptors including the historical data source

   • Run preferences—The number of periods to predict, whether missing values are filled in, whether outliers are adjusted, prediction methods used, and the selected error measure

   • Prediction results—A summary of the predicted values

3. In the Report sections list, select Members to review and, optionally, modify the selections:

   • Chart—Includes the results chart at the indicated percent of default size

   • Predicted values—Values for each time period in the prediction range

   • Statistics—Information included in the Statistics tab (Statistics Tab)

   • Methods—The number of time-series forecasting methods reported: all methods used, the three best methods, the two best methods, or only the best method, where "best" is defined as the most accurate

4. On the Options tab of the Report Preferences dialog, review and, optionally, modify the following settings:

   • Location—Whether to create the report in a new Microsoft Excel workbook or the current workbook; if you select Current workbook, a new sheet is created after the current sheet

     You can enter a name for the new sheet in the Sheet Name text box.

   • Formatting—Whether to include cell locations (workbook, worksheet, and cell address) in report headers (selected by default)

   • Chart format—Whether to create a native Predictive Planning chart (Image) or a Microsoft Excel chart

     If you select Image, you can format charts using the Predictive Planning Chart Preference settings (Setting Chart Preferences).

5. When all settings are complete, click OK.