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Run Reports for a Master Plan

Written by Paul Gorman

Updated at December 4th, 2024

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Table of Contents

Run Reports for a Master Plan Cascade Master Plan Report Settings to a Sub plan Run Sub Plan Reports from the Master Plan

Run Reports for a Master Plan

Cascade Master Plan Report Settings to a Sub plan

Determine Global and/or Report Group settings, as described above. Then, under Cascade to Sub Plans, select: Yes. Click [Save] to apply the settings to relevant reports.

Note: By accessing individual sub plans, the above settings can be tailored by sub plan.

 

Run Sub Plan Reports from the Master Plan

Reports for one or more sub plans can be quickly developed and run from the Master Plan, based on: Reports > Filter.

strategic plan generate reports

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