Report settings

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.