If you build reports in Planning Analytics for Excel, you have probably been picking between Exploration, Quick Report, Dynamic Report, and Custom Report for years. Each one does something the others do not, and choosing wrong means rebuilding.

Universal Reports collapse that decision.

In 30 minutes we show you what a Universal Report actually is, then put it side by side with the report types you use today. Where it does everything your Dynamic Reports do. Where it behaves differently. What formatting, formulas, and MDX carry over, and what does not.

Then the part everyone wants to know: what happens to the workbooks you already have.

We cover whether you need to convert them, what a conversion actually involves, and how to decide which reports are worth moving first.

Who should attend: PAfE report builders, Planning Analytics administrators, FP&A analysts who live in Excel, and anyone maintaining a library of legacy workbooks they inherited from someone else.

You will leave knowing when to reach for a Universal Report, when to stay put, and whether your existing workbooks need a migration plan.