BalanceAAP > Reports / Run Reports for a Master Plan

RETURN TO: Reports

Please review the Reports article, linked above, before reading the information below.

KEY TOPICS:

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

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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.