Planner Reports
The Planner Reports provide comprehensive visibility into planning activities, budget allocation, and financial forecasting. These reports enable teams to track planning progress, monitor budget performance, and maintain alignment between planned targets and actual performance throughout the planning lifecycle.
Planner Reports offer report types designed to support different aspects of planning management:
- Planner Budget Targets: Displays a summary of active plans with budget allocation for forecasting
These reports help teams:
- Monitor budget allocation and financial forecasting
- Track planning progress and performance against targets
- Analyse budget variance and quantity variance
- Support financial planning and range budgeting
- Export data for analysis and reporting
Planner Budget Targets
The Planner Budget Targets report displays a summary of active plans with budget allocation for forecasting, supporting financial planning and range budgeting. This report provides comprehensive visibility into budget targets, actual performance, variance analysis, and financial metrics for effective planning management and budget monitoring.
Report Configuration
| Section | Options |
|---|---|
| Filters | Brand, Created Date From, Created Date To, Customer, In Store From, In Store To, Label, Season, Status, Target Budget, Type, Valid From, Valid To |
| Sort | Sort by 1st (Asc = Ascending; Desc = Descending) and Sort by 2nd (Asc = Ascending; Desc = Descending) |
| Columns | Image, Planner, Styles, Label, Description, Valid From, Valid To, Customer, Target Budget, Budget, Total Buy Value, Total Sell Value, Total Retail Value, Total Cost (Qty), RRP ex tax (Qty), Budget Variance, Target Quantity, Total Quantity, Quantity Variance, Target Gross Profit %, Total Gross Profit %, Margin Variance %, Status |
Filter Descriptions
| Filter | Description | Related Documentation |
|---|---|---|
| Brand | The brand associated with the planner. | Site Settings > Style > Brand |
| Created Date From / Created Date To | Filter planners by creation date range. | Planner > Details |
| Customer | The customer associated with the planner. | Site Settings > Company > Customer |
| In Store From / In Store To | Filter planners by In Store date range. | Planner > Details |
| Label | User-defined labels for categorising planners. | Planner > Side Widgets > Label |
| Season | The fashion season the planner belongs to. | Site Settings > Style > Season |
| Status | The current status of the planner (e.g., Draft, Active, Expired). | Planner > Side Widgets > Status |
| Target Budget | The budget template selected for the planner. | Site Settings > Planner > Target Budget |
| Type | The style type associated with the planner. | Site Settings > Style > Type |
| Valid From / Valid To | Filter planners by validity date range. | Planner > Side Widgets > Dates |
Report Features
- Filter by multiple criteria including brand, customer, label, season, status, and target budget
- Filter by date ranges for created date, In Store date, and validity period
- Sort by any column in ascending or descending order
- Customise column visibility
- Export to Excel
- View budget allocation and financial forecasting information
- Monitor budget variance and quantity variance
- Analyse target versus actual performance metrics
- Review gross profit percentages and margin variance
- Track total buy value, sell value, and retail value
- Enable or disable visibility