OnePlanOnePlan Admin Guide Report TemplatesOnePlan Report Pack Files - Financial Planning Solution

OnePlan Report Pack Files - Financial Planning Solution

This article contains the template PowerBI report files for OnePlan.  The configuration of these attached reports aligns to the pre-configured Financial Planning 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?

Report files as of 06.02.20