Reports, Boards and Worksheets - When to use which?

[#1]

• High-Level View
• Report
• Board
• Worksheet
• Let's Deep Dive
• What about other Reporting options?
• In Summary

[Updated July 2021 with the new Management Reporting feature]

As you are embarking on the UX journey, you may ask yourself: When should I use a Board? When should I use a Worksheet? and When should I use a Report?

This article is here to help you make the best decision.

High-Level View

Report

The Report page is used when a more static layout is required, withfocused visuals, narrative and a high-level of standardized information.

We recommend using it for the following:

• Grab decision-makers attention.
• Tailored to executives and managers.
• Focus attention on what matters.
• Pixel perfect visuals.
• Professional presentations that can beprinted or presented live.

We do not recommend it for:

• Data editing and input, Reports are for presentation only.
• Viewing large data sets.

Board

The Board page is used fordata visualization and editingin a highly polished way.

We recommend using it for the following:

• KPI review.
• Graphical, visual reporting.
• Viewing data.
• Reviewing related data from multiple modules.
• Call-outs of specific metrics.
• Landing pages.

We do not recommend using it for the following:

• Reviewing large data sets.
• Editing large data sets.
• Inputting multiple rows of data.

If you are in this scenario, have a look at the Worksheet page.

Worksheet

Though not recommended for reporting, Worksheets are best used to highlight a specific data set where an end user canedit dataand complete planning activities with insights on supporting information.

We recommend using for:

• Entering or editing data.
• Reviewing large, detailed, data sets.
• Filtering large data sets.
• Running actions on data sets.

We also highly encourage you to leverage theInsights Panelfunctionality - this is giving users extra information and context; they can access cards for details about their data and use the quick links to navigate between Pages.

Let's Deep Dive

Depending on what you want to achieve, here are our recommendations:

目标	Recommended Page Type
Executive Summary	Report Page:Use the slick look and feel of professional reporting pages; the pixel-perfect definition allows you to highlight information in a customized way. Board Page:Use a combination of KPI Cards, Charts, and Tables depending on what data you want to show.
Variance Reporting	Report Page:Use the pixel-perfect functionality combined with the ability to hide headers to build a butterfly report. Board Page: Use a board page to show high-level variance reporting. Boards could be set up with both the table showing the variance and a graph to accompany it. Use KPI card to show high-level totals. Worksheet Page: Use a worksheet if you intend to show one primary grid and want the grid to take up the whole screen. If users are selecting what to compare for version 1 and version 2 view, use a card on the insight panel. The insight panel can also be used to show trends or other graphical views of the variance.
Data Import, Map, and Validate	Board Page:Add grid cards for data validation and action cards for imports. Worksheet Page:If this is a large set of data and any additional input is needed from the end users, this will be better suited to a worksheet page.
Hierarchy Maintenance Updating lists	We recommend maintaining hierarchies through modules and actions rather than directly in lists, which can be done in the New UX (through Forms) as well as using import actions created in Classic and surfaced in the New UX using an action button.
Documentation	Board Page:Use text cards with details and directions on how to use the application. Use links from text card titles to other worksheet and board pages for navigation.

What about other Reporting options?

When you want to…	Report	Board	Worksheet	Add-Ins	BI Tool
Get real time updates
Present in meetings
Print to fixed layout multipage PDF
Ad hoc number calculations
Include non-Anaplan data
Enter / update data				Write Back
Execute data import / map / validate
Provide executive summaries
Allow dynamic variance reporting
Use free-form layouts
Embed Data into narrative text
Design highly engaging pages using layered elements					Depending on Tool
Customize tables colors and style

In Summary

Let's recap:

End-User Objectives	Report	Board	Worksheet
Review high-level KPIs			Insights Panel
Analyze high-level data			Insights Panel
See advanced formatting and charts
Compare data from multiple modules
嵌套表视图as a butterfly report
Navigate through fixed page layout design
审查详细数据
Edit large data sets
Filter large data sets
Drill down to detailed data
Pivot data
Change grid size
Use forms and actions
Switch between different grids/charts on a page

Which Pages are you using in your Planning ecosystem?

Let us know your thoughts in the comments below.

[JaredDolich]

@annejulieAwesome article.

For me, it comes down to the context selectors. If I need a customized selector or I need to synchronize my "insights" or there are multiple grids that facilitate a workflow, I usually lean towards a page.

[PhilippErkinger]

Good article, but I still miss one very essential topic: Planning!

A good planning toolbox will require bits and pieces of everything, from inputs on slightly larger grids to simple review graphs.

茶仍然给我带来了巨大的挑战,结束ing too often in an odd compromise that either lacks user friendliness or misses out on the process.

Reporting is great though!