PlanWin -- Queries and Reports

This feature in PlanWin gives you the ability to create reports from information entered into the database. You have three options for creating reports:

Basic Reports This area of PlanWin gives you the ability to easily run standard reports, such as annual planning information, progress and year-end reports and other type of standard information that you need to access easily on a regular basis. The standard reports are defined by the database administrator for use by all staff.

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Detail Pane Approach and Design

PlanWin Success The Tree Structure provides flexibility to help you decide what makes sense for your organization.

Extended Reports Allows each user to design custom reports for situations where the standard reports are not what is needed. These reports can be designed for program/country level reporting or the plan/project level. The user can select any of the pre-defined report elements for their report. Custom reports might be used for partners, personnel, board meetings or donors. . . . Anyone who needs specific information to remain informed or make important strategic decisions and the standard reports don’t provide the right amount of information.

Ad hoc Reports The ad hoc reporting option provides access to a general purpose reporting tool. This is the same tool used (internally) for all the reports in PlanWin. This makes the full capability of report creation and generation available to the allowed user. Thus one can create a fully customized report on any content in the database. The ad hoc feature is a full-featured report writing tool built into PlanWin.