Planner Summary Reports - Overview

Martus offers a suite of budget reports. Each report is unique in the data that is shown and how it is displayed. Every report is similar in that it can be adjusted via the report criteria section. 

Every user who accesses Planner > Summary reports will only see data for which they have been granted permission via their dimension restrictions and account settings. For more information on setting up users and managing permissions, click here.

Report Naming & Terminology

• For non-profit clients, reports will generally use "income" in section headings and summaries. 
• For for-profit clients, reports will generally use "revenue" in section headings and summaries.
• Any client can change the default names of specific reports using the override in Setup > Branding > Report Names. Screen headers, menu options, and report outputs will align with the override(s).

Anatomy of Planner Summary Reports

Report Controls

All report controls will prompt Martus to auto-update to the action taken. The Load button in the report criteria section should only be utilized when the report criteria is changed.

• Select Report - The dropdown is used to navigate to the various Planner Summary reports. The control displays the name of the current report. 
• Set Default View - Each user can set their own default report. This will be the report that is displayed when the user navigates to Planner > Summary.
• Set as Global Default View - Only available to Admin Users. This allows the Admin to set the default view for all Martus users. This can be overridden by the individual user after it has been set.

Report Criteria

Most reports can be customized using common filters and selectors. (Specific report articles can be found using the links at the bottom of this article.) Report criteria is "sticky", meaning it will stay selected when navigating to other reports. This allows the appropriate information to be seen on the new report without having to reset the criteria. 

The most common report criteria are explained below.

• Year - Select the budget year.
• Budget - Allows the user to choose which budget or budgets to view. By default non-admin-users will only see the default budgets. 
• Rows - Controls the grouping of data on the rows. The rows can be set to accounts, account categories, or any of the dimensions within the system. On most reports, there is an option to load a second dimension or view all dimensions (parents & children) in a new report.
• Columns - Can be set to months or dimensions.
• Include Excluded Data - Show accounts and/or dimensions that are set to Excluded via the Setup section.
• Include Inactive Data - This defaults to All, which includes active and inactive data. Inactive dimensions are appended with [I]. Parent/child relationships with inactive parent dimensions are rolled up.
• Dimension Filters - When applied, these will filter the report to the selected dimension. When a top-level dimension is selected, the report will show all sub-dimensions.
• Account Category - When applied, these will filter the report to the selected account category.
• Load - refreshes the report with whatever criteria have been applied
• Export - Most reports can be exported to either Excel or PDF. Reports can be emailed in either format as well, and users can set schedules for the reports. Additional information is below.
• Reporting Group - Allows a report to be filtered on any combination of dimensions or accounts. Admins can create and manage Reporting Groups for all users to use within reports.
• Clear Filters - Resets all filters to --Select--.
• Expand - Loads the report in a new tab, expanded to the account level.

Report Display

Information displayed will vary based on the report chosen and the criteria set.

• Dimensions on Rows - Navigates to that dimension, expanded.
• Accounts on Rows - Navigates to a list of worksheets for which that account is budgeted.

Emailing & Scheduling Reports

You can email reports to Martus users and outside addresses, and also set schedules if desired.

1. Click Export, and then either Email (xlsx) or Email (PDF).
2. Manually enter email addresses one at a time and click Add, or select from the available Martus users using the fields to the right.
3. Add the Subject and Email Text.
4. Verify the correct Attachment is show below the Email Text.
5. Choose to send a copy to yourself by checking the box in the lower right.
6. Check the box 'I understand that the contents of this report are based on my Martus permissions' to verify that the contents of the report may contain sensitive information not appropriate for specific recipients. You must click this box to activate the Send button.
7. If desired, schedule the report to send automatically. Choose the Frequency (One time, Daily, Weekly or Monthly) and additional parameters.
8. Click Send to send the attachment and email to the recipients.

A Martus Admin can manage email schedules in Admin Reports > Scheduled Email Reports. View the schedules by sender and report name, the number of recipients, the set schedule, next send date and last send date.

Click the Edit pencil to update or delete the schedule. Manage the recipients, subject and email text, and the frequency and associated values for that sc