How do I search for and download features using the Create Custom Report's new user experience?
In the Create Custom Report page, you can search any combination of pillars, products, and modules to view online or download to an Excel spreadsheet.
To select features:
- Click in the search box.
- Select from the list or enter a search string to filter the list.
- Left aligned text (black) indicates a Pillar
- First indent (blue) indicates a Product
- Second indent (green) indicates a Module
- The Updates selection defaults to the most recent update available. Alternatively, use the Updates drop-down list to select the releases you're interested in.
- You'll see your list of selected features along with their classification of Module, Product, Pillar, and Update.
To download a features spreadsheet:
- Click the Download button at the top of the page.
- Select one of the following options:
- Selected Features – to download features for selected areas and updates
- Feature Listing Report – to download a predefined spreadsheet for all features from 2023 to present
Tips:
- To create a targeted list, you can combine pillars, products, and modules. For example, select the Enterprise Resource Planning (ERP) pillar for all ERP features, then select the Benefits product and the Replenishment Planning module to include their features.
- Procurement is listed under the Supply Chain & Manufacturing (SCM) pillar.