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Accessing Management Reports Via Smartview on Microsoft Word

edited May 12, 2025 8:11PM in Narrative Reporting 2 comments

Summary:

Since Financial Reports are being de-supported, we are transitioning our Financial Reports to Management Reports. 

We're testing access and views in MS Office products and have discovered there may be a loss of functionality where we can no longer open or find MR reports in SmartView when working to open these on MS Word. 

Please advise how we may be able to do this.

Content (please ensure you mask any confidential information):


Version (include the version you are using, if applicable):

Planning and Budgeting Cloud

Planning

25.04.65


Code Snippet (add any code snippets that support your topic, if applicable):

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