When you create new reports and input schedules, you choose from the following methods:
Opening a dynamic template that Planning and Consolidation provides. See Dynamic Report and Input Schedule Templates.
Using the EvDRE Builder. See EvDRE Builder.
Using the drag and drop interface. See Drag and Drop Reporting.
Starting from a blank workbook. See Functions Reference.
Saving Reports Locally
You can save a report locally to the My Reports or My Schedules folder by choosing Save to My Reports folder in the Report State action pane.
Saving Input Schedules Locally
You can save an input schedule locally to the My Schedules folder by choosing Save to My Schedules folder in the Schedule Options action pane.
Saving Reports and Input Schedules as Templates
You can save a report or schedule as a template by selecting
. (You must have authorization for this task). After a template is saved, you can make it available for downloading to other users' machines by updating the template version number.See Setting Template Version in Application Set Management.