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  3. Create / modify reports and report settings

Settings

General

Style template for tables

Reporting units

Rapporteurs

Click the name of the report to expand it, and then select Settings.

The administration settings for a report are divided into four parts:

  • General
  • Style template for tables
  • Reporting units
  • Rapporteurs
General

Here you can see all the current settings that the report has.

To make a change, click Change And make your changes in two different steps, generally and Mail settings.

Step 1: General

Name
Here you name the report template.

Version
Select whether to display the report when you are in the current version or in the planning version.

This setting also determines which version report parts derive their material from. For example, if you Have a report part to retrieve measures created in the planning version, select Planning version under the setup for Version.

Reportperiod
Here you can specify the reporting period for the report. This setting controls which period, e.g. Numeric values and comments should be retrieved from.

You can set the report to be available in the menu administration, which means it will go to a tab in the menu.

You can specify that the report be copied automatically to the next period, which means that it is copied automatically when the last reporting entity has sent its report to finished.

Settings

  • Preperation fase - The check box is selected if the report should go through a preparation phase, (where the board/styrelsebehandlas) before the clear mode.
  • Allow reporting entities to add titles, texts, and tables -The check box is selected if you want the unit-size templates to be adjusted.
  • Only affected entities can read the report check box is selected if reporting entities are not allowed to read each other's reports.
  • The report template goes directly to reporting -The check box is selected if you want to skip the step with the unit customization of the report template and instead let the report template go directly to the Inrapporteringsläge.
  • Show underlying by default when reporting -The check box is selected if you want to see the underlying headings on the Inrapporteringssidan by default.
  • Show Table of contents by default when reporting -The check box is selected if the table of contents is to be displayed in the reporting by default.
  • View instructions and dossiers as standard when reporting The check box is selected if the instructions and documentation are to be displayed by default when reporting.

Check marked
Here you can set whether sections should be klarmarkeras only or whether it should be Check marked and approved.

Readability
Here you decide when and for which the report should be readable.

Automatic update of report parts
Here you can set up reports that contain report parts to be updated automatically when they are opened. The normal update updates only the selected units report, while the full update updates the report template and all reporting unit reports. The full update may take up to several minutes.

Available Export
You can export reports to Word or PDF format. The only substantive difference between the different exports is that at Wordexport you have the option to choose whether or not to include a table of contents. For PDF export, the table of contents is always on.

Word template for Export
In the drop-down list, select a Word template to associate with the report template. A Word template determines the layout of how the report should look when exporting to Word, such as fonts, line spacing, margins, etc. see Word and Export Settings.

Deadlineinställningar
Here you specify the deadlines for the completion of the reporting and for when the report should be finished in the preparation phase if available. (In step 3, you can then decide whether email reminders should be sent based on the deadline date.)

Ingen deadline: The report will not be displayed as overdue. It appears on the home screen under reporting.

The same deadline for all reporting neheter: All reporting entities will have the same deadline with the option to set a different date for the decision.

Different deadlines for different reporting units: Retrieves the offset that is set for the report period on which the report is based. It is then possible for each reporting entity to change the date to a specific date.

It is then possible to adjust the deadline to a specific date on the report page, see Manage deadlines on the report page.

Revert to Automatiskdeadline updates all reporting deadlines after the settings that are made for the periodicity that the report is based on if the unit has set a specific deadline so kommner this to be overwritten.

Categories
Here you select the category that the report template will belong to. The category aims to make it easier to sort and keep track of different templates in the system. The categories that are available depend on the choices that your local administrator has made. (If your local administrator has not created any rapportmallskategorier, you do not need to select anything here.)

Contact
The person's name and email address will be visible to users on Rapportsidan.

Step 2: Mail Preferences

In step 2 of 2, you will make the Mail settings for the report template.

Note that only contributors to the report receive the reminder.

You can make the following settings in this step.

Send Reminder... days before Deadline:
Here you can set the number of days before the deadline that the mail reminder will go out to the reporter.

Please also send daily reminders before the deadline:
If you select the option before you will also be able to specify whether they should also be deleted daily reminders until the deadline.

Send reminders after passed deadline:
This allows you to allow reminders for the report to go out to contributors for entities that have not approved the report before the deadline.

Arcive notifications for specific units.
Here you have the option to disable the units from receiving the reminder.

Style templates for tables
Here you select the Style templates for all tables on all reporting units. The selection changes the appearance of all tables so it is important to be aware that any adjustments made by users in their tables will be lost and replaced by the appearance of the selected template.

Is Style template for tables For more information about how these templates are created and administered.

Reporting units

Select the units to report in the template. All units that you tick will be able to report in the report on their unit.

To speed up the process of selecting units, click a unit and then choose to select all units 1-3 levels below that unit or All underlying.

Show all units at the same level
Displays the units that are at the same level as the report's main unit. In the example below, all units that are at the same level as the Municipality appear and become selectable.

Undo unit Removal
If you regret deleting a unit, you have the option to reselect it and then regain the reported data. However, you may need to redo clear markups of report headings and the report itself.

However, if you made a copy of the report and then added the deleted unit again, you won't be able to see the deleted units history. However, you can still see parts of your history by going into the most recent archived report where the unit was still reporting. See Find the right among many reports .

Rapporteurs

From here you have the opportunity to:

  • Restore default contributors on all units
    Updates after the default reporter that are specified for each unit. Manually Tillagna contributors are not affected.
  • Remove all contributors
    Clears both manually added contributors and standard contributors.

See Also Administering reporter for a report.