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The Planner Report is a ready-made MSPortal template. It opens in the report builder with three parts already laid out on landscape pages:
  1. A cover page with the client’s name, the report title, your company name, the date and your logo.
  2. The planner board: quarter columns of item cards, six columns to a row, with unscheduled items first and completed items last.
  3. The planner table: one list of items, or a section per client, with category, description, assignee, due date, costs and priority / status.
The board and table use the same layout, type size and item order as the Export PDF on /planner. Unlike that export, the report can carry a cover page, be saved as a template, shared and scheduled.

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Before you start

  • You need Read access to the Planner for the board and table to show items, and Write access to Reporting to create a report.
  • Adding the template to your own template list needs Manage access to Reporting.
  • The cover uses your default brand package when you have one. Without one it uses a soft gray background and your reporting logo from Tenant settings.
  • Select one company in the company selector. The report prints that client’s plan.

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Create a planner report

1

Open MSPortal templates

In Reporting, open the Templates tab and choose MSPortal templates.
2

Create the report

On Planner Report, choose Create report. The builder opens with the cover, board and table. The board and table add as many pages as the client’s plan fills.
3

Save and export

Choose Save, then open the report and choose Print/Export PDF.
You can also start from New Report > Full Report: open Load from template and pick Planner Report under MSPortal templates. It opens in the report builder.

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Keep it as your own template

To change the template once and reuse it, or to schedule it:
1

Add the template

In Templates > MSPortal templates, choose Add to my templates on Planner Report. It appears in your template list.
2

Edit it

Open the template’s actions menu and choose Edit Template. Change the cover or the planner blocks, then save.
3

Use or schedule it

Choose Generate Report to create a report from it, or Schedule to send it on a schedule. A scheduled report for several clients gives each client only the pages its plan fills.

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Customize the cover page

Click the cover in the builder and open its settings. Every look option can override the brand package for this cover only. Your logo comes from the brand package when it has one, otherwise from your reporting logo. The client logo comes from the company’s logo in MSPortal.

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Add a cover page to any report

The Cover Page block works in every builder report. In the builder, open the block list, find Cover Page under Branding, and drag it onto an empty page. It fills the whole page. Set the page to landscape or portrait from the page’s orientation control.

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Match the planner PDF in your own report

The Planner Board and Account Plan blocks are the board and table from the planner PDF. You can add them to any report. These settings make them print as the export does: A long board or table continues across pages on its own: each page holds as many whole cards or rows as fit, and a long column carries on at the top of the next page under the same column titles. At Planner PDF size, a description too long for one page, such as a pasted list of findings, ends with ”…” on the board after about 420 characters and in the table after about 1,400. Compact blocks print every description in full. The PDF export prints the rest on the next page instead. Choose Short (one paragraph) under Descriptions to keep every card brief.

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Troubleshooting

Brand packages

Set the colors, fonts and logo the cover uses.

Read the planner timeline

Export the planner board as a PDF.

Reporting

Build, export, share and schedule reports.

Find planner items

Export the planner list as a PDF.