Output to Your Format of Choice
Easily produce tabbed management reports and report packs for multiple organizations or geographies. Even convert reports to multi-page Excel workbooks in just one click. Built-in flexibility makes it simple to output any report to your format of choice, whether that’s PDF, HTML, or Excel.
Powerful Management Reporting Standard
Both Adaptive Planning and Adaptive Consolidation come standard with powerful web reporting. Easily create, customize, and share interactive management reports with an intuitive drag-and-drop report builder. Our web reporting gives all of your finance users and managers access to interactive reporting so they can make better, more informed decisions.
Self-Service, Secure, and Transparent Reporting
Create reports on the fly. There’s no coding required: Just point and click, drill down into the numbers, and explore the detail behind the data right down to the sheet level. What’s more, users can only access the reports that are relevant to them, protecting your sensitive data.
Gain Insight, Annotate, and Share
We’ve made it easy to create and store “point-in-time” snapshot reports, and even add annotations that enable collaboration. Organize report lists in folders for instant access to the most recent analyses. Designate folders as public or private for added security. It’s never been easier to provide a complete self-service reporting library for your team.
Deliver High-Quality, Instantly Updated Management Reports Within the Microsoft Office Suite
Unified With Microsoft Office - 100% Cloud Connected
Adaptive OfficeConnect integrates your Adaptive Planning and Adaptive Consolidation data directly with Excel, Word, and PowerPoint. It’s never been easier to create or update financial reports infused with up-to-date actuals, plans, and forecasts. Select dimensions, accounts, and time periods, and then build always-formatted balance sheets, P&Ls, income statements, narrative reports, board packs, and presentations.
Complete Formatting Control
No Re-Formatting, No Errors
There’s no more need to reapply formatting when you refresh reports. Adaptive OfficeConnect automatically weaves refreshed data into existing Excel calculations and formatting. Smartlink technology makes it simple to integrate live tables or even refresh fields in Word or PowerPoint documents. What’s more, you’ll have complete transparency into the source of the data.
Migrate Your Existing Reports, No Rebuilding Required
With Adaptive OfficeConnect, it’s incredibly easy to make your existing financial reports live and dynamic. Mark up what you want to refresh automatically, and Adaptive OfficeConnect does the rest. Existing investments in complex calculations, headers and footers, charts, and formatting are all carried over. Making the move to better reporting has never been simpler.
Incredibly Powerful One-Click Refresh
We’ve taken one-click refresh to the next level. Change the time period in a report, and update every sheet automatically with just one click. Intelligent labels update time periods, page headers, and more. Even create rolling reports throughout your report pack: Update the current period, and watch prior rolling time periods update automatically across every document.