OnePlan Report Pack Files for Adaptive Portfolio Management

Updated Sep 24, 2020

This article contains the template PowerBI report files for OnePlan.  The configuration of these attached reports aligns to the pre-configured Adaptive Portfolio Management solution.  

Download the report template files (.pbit) to your local machine.  Then, refer to the other articles in this chapter for instructions how to update the data source to your OnePlan Group and deploy the reports to Power BI: How do I deploy OnePlan reports?

To see what these reports look like & the content within, check the manual: OnePlan Report Pack - Adaptive Portfolio Management Solution

Report files as of 08.08.20

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