How to Customize a Pluvo Report

This knowledge article will discuss how you can customize reports through metric and driver manipulation.

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Customizing a Pluvo report involves manipulation of data at a very granular level. To do so, you will need to understand how reports pull data together.

Referencing the ‘How to Create a new Pluvo Report Line’ knowledge article:

• A report is a collection of ‘lines’, or custom variables chosen by the user.

  • Variables can either be: Metrics, Drivers, or Accounts.

Let’s take an example from the balance sheet template. ⬇️

“Cash and Equivalent”

Step 1: Click on the ‘Metrics’ tab within the navigation bar.

Figure 1.0

Step 2: Find the template accordion, and click on the arrow to show the data records.

• In this example, we will be using the ‘Balance sheet’ metrics.

Step 3: Click on the metric you wish to edit.

• In Figure 1.0 (above), the CCE metric appears underneath the collapsed Balance Sheet accordion.

Step 4: Manipulate the data using the popup window.

Figure 1.1

When you customize a metric, there are a few things to consider:

1. The metric types: Formula or Aggregation.

2. Metric Definition: In the case of “Cash and Equivalent” a custom formula was used. This is done by stringing together a formula of variables and numbers using the following procedure:

#variable1 + #variable2 = Metric

Custom formulas can use any variable found within Pluvo - providing you with an exceptional level of customization. More on this in the Financial Metrics section!

1. Unit of measure: Varies between metrics on a case-by-case frequency, CCE is measured in currency - as it is cash.

2. Other units of measure include: number, currency, or percentage.

Step 5: Click ‘Save Changes’ when you have finished editing the metric parameters.

Once you have edited a metric, the forecasted value will change within all reports that the metric belongs to.