Business Intelligence Blog from arcplan

Bookmarking, Exporting & Report Scheduling in arcplan Enterprise


Today I thought we'd touch on a couple of features in arcplan Enterprise that are starting to get a lot of attention.

Our customers don't just look at their BI dashboards every day – they interact with them. And in some cases, they like to save their filters for later use. So arcplan created a bookmark feature that allows reports and dashboards to be saved (just like you'd save a link in a browser) with all the filters set just the way you like them. And when you pull up the bookmark, you'll see your report or dashboard refresh with the most updated data.

You can also export your bookmarks to PowerPoint, Excel, or PDF and can even set up one-time or automatic email delivery. Simply select the reports and bookmarks to include, what format you’d like to receive, and set your schedule.

We think that BI in 2012 will be all about self-service – allowing business users to access and analyze data without help from IT. These features go a long way toward easy access and distribution of information for our customers.

Check out this short video to see how these features work:

Monique Morgan

About Monique Morgan

I'm the Marketing Project Manager at arcplan and work out of our Wayne, PA office. I'm originally from Jamaica but came to the US for college and I've been here ever since. I'm the voice behind a lot of arcplan's videos on YouTube - check them out here:
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  1. I’m using arcplan enterprise 7.5, is there any documentation or tutorial on how enable and using these features.

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