Custom Reports: Right-Click Menu, Formatting & Export
Right-Click Menu
Right-click the Report grid to access the right-click menu.
Open in S&OP and Open in Collaboration
Right-clicking data in the Report grid and selecting Open in S&OP or Open in Collaboration will launch a separate tab with that data in a Planning Worksheet or in Collaboration.
Add Conditional Formatting
Right-click a column to have access the Add Conditional Formatting options.
Click the +New Condition button to open the options for creating a new conditional format.
Click Save to create the Conditional Format.
Right-click the same column to access the Edit Conditional Formatting option.
Export to CSV, Excel, and PDF
Right-click the report grid and hover the mouse pointer over Export, then select CSV Export, Excel Export, or PDF Export to export the report.
- When exporting, two popup toaster notifications will show: Export Report to File Started, and then Report Ready for Download. Click your notifications bell to view the notification showing the file and the download button.
- Click the Download button to save the exported file.
Custom Reports series