In PMI’s Planning module, you can tailor reports to your needs by customizing existing views or creating new ones, provided you have the appropriate user rights. There are two main ways to get report-style outputs.
1. Customize a View in the Accounts Page (most common)
If you are in Planning → Profit & Loss → Accounts, you can:
- Use the filters and dropdowns to select version (Budget, Forecast, Actual), period (Month, YTD), and department.
- Toggle checkboxes for deviation, percentage, or accumulated view.
- Add or remove columns using the pencil icon.
- Click the Export icon to download the report to Excel.
This method is most common and what users often mean when they say “create a report.”
2. Use the Reports Section (if enabled for your property)
If your property has access to the Reports section in the top menu:
- You can customize and save reports with more structure.
- Set default filters, select comparison versions, and share report views with others.
- If integrated with Profitbase (PMI plus), those reports will also show here.
Important Notes:
- If you don’t see the Reports menu, you can still build effective reports directly in the Accounts view by filtering and customizing.
- Reports are not saved by default — but your filtered view can be exported any time.
