1. Manual
  2. Reports
  3. Create / modify reports and report settings

Report sections

Report part: From scorecard

Report part: Copy report part

Report part: Based on view

New report part

A report part is part of the report that provides information retrieval from another part of the tool or from another system. You can choose from:

Scorecards -Select which columns and properties you want to appear as headings or tables below the selected heading in the report. The information is always retrieved only from one scorecard per report part. 

Copy Report part function can be used to copy a report part from another report or between the report template and a unit structure. See Report part: Copy report part.

Based on view -Automatgenerera a report part from a view as it is set up at the time you create the report part. Creates a snapshot of the view's properties and filtering. See Report part: Based on view.

Riskmatris -Choose which of your Risk matrices You want to add to the report. Creates a snapshot of the selected Riskmatrisens settings.

Måttanalys -Select a Measure analysis that you want to add to the report.

External table -For this option to be available, you need at least one connection to an external system. Contact Your consultant for further questions about this.


Report part: From scorecard

A new report part can be used to build reports based on information from scorecards. For example, you can choose to retrieve targets as headings in the report, followed by tables with the metrics associated with each goal.

TIPS! We recommend that you create a title in the report that you then put the report part under. This is so that the report part can be moved at a later date. Report parts that are created directly at the top level of a report cannot change position relative to manually created headers at a later time. Heading 5. For example, it is difficult to move it so that it becomes heading 6. See Report part: Copy report part To copy the report part so that it is below a manual heading instead.

Start by selecting the title you want the report part to position below and then click New report part. Then follow the wizard through four different steps:

Step 1-General
Via The drop down menu, you can select the desired scorecard.

You can also choose to base the report part on a view that is currently set up today based on the scorecard. This means that the Nodegenskaper and filter settings for the selected view are copied to the report part.

Next, tap create in the top right

Obs! This is a snapshot created by Nodegenskaper and Filter settings, if you later change these in the view, the settings for the report part will not be affected.

Step 2-Columns
Here you can select which of the scorecards columns to retrieve into the report by clicking the check box in front of the column name. You also specify how the column should be used in the report. Columns with node Text are set by Stratsys per default to headings while dimensions and activities are set as their own table, you can of course adjust these in retrospect.

is used as
Rubric -If you select "title", the information from the column will appear as your own headlines in the report. If you select "Use as heading" for multiple columns, the columns will be different heading levels in the report. Ex. KF goals as heading level 1 and the RAC's goal as a heading level 2 similar to the information displayed in views.

Separate table -If you choose "Custom Table", the information in the column will be in its own table. For example, a table for all metrics and maybe even one for all activities.

Part I table (tree structure) -The columns that you use as "part of table (tree structure)" are in the same table and the links between the data in the different columns are clarified in a tree structure. You can, for example, choose to display your nodes and their merged measures in the same table. The following example shows two text columns ("Business objectives" and "destination of the unit") and a measure column ("Metrics")

Grouping For both headings and tables, you have the option to specify that they should also be grouped under a custom free text heading or a keyword group. Select Own headline and enter in the text box what the title should be called. For example, for a target column, you could have a Grupperingsrubrik named "Follow-up of our goals." If the column has keywords set, you can also choose to group under each keyword-either as an overheading or as an introductory grouping column inside a table. Then select Keywords as a title Or Keywords in table And then which keyword group you want to use.

Show measurements with different periodicity in different tables Divides the measurements so that you have the option to set different nodegenskaper for each periodicity. If you check this option, you can select the periodicity that you want to display in the report part. See also change report part.

Step 3 properties in the Property picker and settings

You can later adjust the nodegenskaper you have selected.

For each scorecard column that you select, you now have the option to select which properties to display in this report part. Scorecard columns that appear as headings have only one field, but those that are displayed as tables have two (one for the contents of the table and one for any content that you want to display as additional information below the table).

To add or remove properties in the property picker, see: Select and change combined properties in views and report parts with the property selector.

Properties under a heading
For report part headers, you set properties the same way as in the tables with the slight difference that the sections are listed by each other instead of in columns when they appear in the report itself. You do not need to select the Name -it always appears automatically for headings. See Select and change combined properties in views and report parts with the property selector.

Additional Information under Table
If a report part retrieves long pieces of text or, for example, large graphic elements such as Images or diagrams, it is common for these to be listed below a table cell instead of inside a table. This content is administered in the same way as the contents of the table. The property selector for a report part always allows you to Supplement with information to be displayed below the table. See the sample image below.

This example uses the Comment As supplementary content below the table. See the image below that shows how Mätetalens comments are displayed per metrics below the table (which in addition to the measure ETA also shows the strategic objectives that the measurement ETA is linked to and therefore is not suitable so well to also contain comprehensive mätetalskommentarer.

Place comments and Description fields on your own line (inside a table)
You also have the option to specify that all comments and description fields appear on a separate row inside the table, thereby freeing up space horizontally for other content.


Klarmarkera headers automatically

Titles in the report part Klarmarkeras automatically if this setting is enabled and the header does not contain any sections that the user will report on, or if the header contains only klarmarkerade comments. If you have two approval levels on the report, the header Klarmarkeras for approval and you have one will header Klarmarkeras. Headings that are already klarmarkerade (if you change in a report part) do not lose their clear selection regardless of which setting you are doing here. For information on the clear marking of comments, 

Edit directly in the reporting (InlineEdit)

Makes it possible to edit directly in the report.

Report part: Copy report part

Obs! If you copy a report part, content that is added manually in the report part is not copied. For example, headings added to the unit customization of a report part created from the report template or manually added text fields are not copied.

Step 1
Select the heading to place the copied report part under.

Obs! Never place report parts in each other as it will cause problems with hiding/showing and splitting down to the underlying.

Obs! Ideally, do not create report parts right under the root heading because only headings can be distributed to underlying reporting entities.

Step 2
Select the report where the report part is listed in the next step, select the report part, and then create.

Step 3
Now you have the option to change the Nodegnskaper, structure, settings and default filters then save you.

Report part: Based on view

You can create a report part by copying settings from a selected view. Either do this from the view in question or create report section i The structure of the change common template Or The structure of the change with the property selector In the report to display the information.

Obs! The report part that is created is a snapshot of the settings that the view had when the report part was created. The report part will not change if you make changes to the view at a later time.


Create report part based on view when you are in a report
New report part.

Create report part based on view when you are in a You
Stand in any view and click icon in the tool bar on the right side of the screen. You now have the option to select the report that the report part will be created in. Then you will also have the option to choose the title in which it should be in the report.

After you click Skapa rapportdel This has been created in the selected report. To see the created report part-go to the report in question and click the new report part. See Change report part.


The filter settings and properties that you selected for the view are included in the report, and you can choose to make adjustments in this as usual via Rapportmallsstrukturen And Rapportdelen. The headings in the report are retrieved from the first Textnoden From the left and then created under headings of other Textnoder In descending order from left to right. Tables are created for Measure columns and task columns.

New report Part-Risk matrice

Step 1.
You can create a report part to raise a risk matrix in the report, you do this by selecting the risk matrix under Select type of report part and then creating.

Step 2.
Now you can change the nodegenskaper to be shown together with the Risk matrice and the Risk matrice template to be used for Risk matrice and more.

You can always come back and change the settings after you have saved and checked your risk matrix in rapporteraläget.


Create report part-measure analysis

You can create a report part to get with a measure analysis that you have made in the report.

Step 1.
Under Select the type of Rotel, select measurement Analysis, and then in the list, select the specific measurement analysis and create in the upper right.

Step 2.
Now you choose to save and to check the measurement analysis in the rapporteraläget.

You can always change the Measure analysis to be displayed retrospectively but also the appearance of the underlying table that displays information for the measurement analysis. Clicking on the gear will take you to the selected measure analysis for see how it looks.


Create report part-External table

Allows you to create a report part that retrieves information from an external system to the report in the Stratsys.

Step 1.
Under Select Report part type, select Create External table, and then in the list, select the specific measurement analysis.

Step 2.
Specify the external system from which you want to retrieve information then select the external table you want to retrieve and create in the upper right.

Step 3.
After you create the table, you will see a preview of it with the option to adjust the column width. You can also choose to change the external table but also the source system and the appearance template for the table.