DIY for Spotlight Reports | Planful

 

Description

Learn how to create Planful Spotlight reports from scratch with a helpful demonstration. In this beginner session, we’ll cover how to run an analyze query, show how Spotlight reports are structured, and then add formulas and formatting to input data to your analytical models. Then, we’ll create an Excel-based Spotlight report using the formatting power of Excel tabs, formulas, charts, and more.

About the speaker

Linda Lifchez

Sr. Solution Architect, Planful

Get Started with Planful

  • LinkedIn
    How much time will you save?
  • LinkedIn
    How will your finance team evolve?
  • LinkedIn
    Where will technology support you?