In this episode of Planning Pulse, host Matt Harvison welcomes first-time guest Jason Gates to continue our Tips & Tricks series for budget season. While most focus on getting data into Adaptive Planning, Jason highlights the often-overlooked Export Data function that helps you quickly get information out of the system.

Learn how to:
✅ Enable export permissions
✅ Select accounts, dimensions, and time ranges
✅ Pull data for reconciliation, tax calcs, and pivot tables
✅ Move seamlessly from Adaptive into Excel

Whether you’re building reports or just need a quick data extract, this feature is a game-changer for finance teams.