Working with Legacy Financial Reports and Books

On the Home page, click Reports, and then click the Financial Reports tab Financial Reports tab on the left side of the page.

An example of a report:

Report of Vision Operations - Account Detail Report

You can also create report books, which are collections of related reports. See Creating Dynamic Books.


Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

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Learn how to run reports and create reports from Ad hoc grids in Planning. tutorial icon Reporting Solutions Overview for Planning