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3.2: Change report style

Choose a different on-screen layout for your report.

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3.3: Editing report styles

Create your own custom report styles, so your reports have exactly the text and formatting you want.

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3.4: Create chart style

Create and change the column, bar and scatter charts within your report styles.

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4.1: Report manager

Most users of Planner will head straight for the report manager. This is an overview.

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4.2: Tabbed report area overview

Use the tabbed reporting area to roam around your report: view the main report table, the week-by-week profiles, and edit assumptions.

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4.3: Using the report tab

How to sort, filter and subtotal your results in the main report table.

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4.4: Interpreting reports

How to track through the numbers in your report, and understand what they mean.

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4.5: Using the profiling tab

Introduction to the editable week-by-week profiling screen: showing activity, capacity waiting times, and subtotals.

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4.6: Working with profiles

Editing profiles on-screen, to achieve your activity, capacity and waiting times objectives every week of the year.

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4.7: Editing reports

How to test and tweak individual assumptions and immediately see the effects. Keeps a full audit trail, so ideal for collaborative planning.