Saved Collection Templates & Reports

Definition of Collection Templates & Reports in Cube

1. Collection Template
1. A prebuilt, predefined layout
2. Used for data input (read & write)
3. Shareable, Collaborative
4. Reusable
2. Report
1. A prebuilt, predefined layout
2. Used for data viewing (read-only)
3. Shareable, Collaborative
4. Reusable

Purpose of a Collection Template 

Build Once. Save Once. Open Anywhere. Collaborate with Anyone.

To create a standardized and reusable layout for users to input planning data. Saved Collection Templates enable users to build custom-designed layouts for a variety of planning activities and models (i.e. building a Department OPEX Budget or a Sales Forecast), and then save them to be used again and again in future planning cycles. This avoids having to rebuild planning input templates from scratch every time, and establishes a library of commonly used layouts that team members can re-use or repurpose when building their own designs for their own planning needs. 

Collection Templates are also shareable, which means you can create them once (from either the Sheets or Excel Add-ons), share them with anyone, and then collaborate with each other in real-time to build your plans, budgets, and forecasts. 

Business Value: Saves time, eliminates re-work, standardizes the way planning data is entered, collected, and shared, and enables real-time collaboration among users.

Examples of Common Collection Templates

Purpose of a Report

Build Once. Save Once. Open Anywhere. Collaborate with Anyone.

To create a standardized and reusable read-only view of financial data. Saved Reports enables users to build custom-designed reporting layouts, and then save them as formal reports to be used again and again in future reporting cycles. This avoids having to rebuild reports from scratch every time, and establishes a library of commonly used reports that team members can re-use or repurpose when building their own designs for their own planning needs.

Reports are also shareable, which means you can create reports once (from either the Sheets or Excel Add-ons), share them with anyone, and then collaborate with each other in real-time to analyze financial performance and insights.

Business Value: This saves time, eliminates re-work, standardizes the way data is viewed and shared, and enables real-time collaboration among users.

Examples of Common Reports

How To Create a Saved Template