CalPlan Reports
The CalPlanning web interface has two folders with templates that you can use to generate reports with data from CalPlan: CalPlan and CalRptg. The most important difference between them is the timing of data updates. When you want to report on data that you have just entered in CalPlan, use the CalPlan report templates.
| CalPlan | CalRptg | |
|---|---|---|
| Plan data refreshed | Immediately upon entry | Every 3 hours beginning at 9AM |
| Actual data refreshed | Monthly | Nightly |
| Report ID begins with | R | CR |
Run a CalPlan Report
1. From the CalPlanning site, select the Log in to CalPlanning link.
2. Select the Explore button
3. Select the CalPlanning folder in the left panel to display the report template folders
5. Double-click the CalPlan folder in the right panel to display the CalPlan report templates
6. Double-click a report template and complete the report just as you do with CalRptg reports
End of Self-Study
This concludes the self-study portion of Navigating CalPlan. Please be sure to join the scheduled group session to review the self-study and work on a case study.