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

Reporting page

Find the right among many reports

Inactivate a Report section

Period in reports

Report -For each report you can find information about:

Name -The name of the report

Period - The period to which the report relates

Assigned from -The unit report is assigned from

Organization -What part of the organization you are currently on

To make - Here are links to what you (according to your user rights) can do with the report, such as "Report", "to Done" or "activate"

Click the report name to open up more information about the report.

 

Find the right among many reports

If you have many reports, you can filter on report names in a free text filter to find the right report more easily and quickly. Type a few letters from the report name to filter the list directly.

Include reports on underlying dunits
Also includes reports on underlying units based on the unit you are now on.

Show only reports where I am a reporter on the current unit
Sorts out reports where you are set as a reporter on your unit.

Is Administering reporter for a report (Manual operation for individual reports and individual units) and Standard contributors and standard entities (Document Generation Wizard by contributors when new reports are created).

Include archived reports
Also displays reports that are archived. Reports prepared in the previous year.

 

Tips! If you click in the Search box and press the keyboard shortcut CTRL + space, you minimize/maximize all categories.

 
Inactivate a Report templet

If you disable the report template, it will no longer be available for unit customizations, the unit customizations that have already been made remain when the report is reactivated. The reporting units will no longer be able to see the report on their unit, as it is no longer activated.

Click the name of the report and then click the three vertical dots you see in the image below. Select Inaktivera. You will now receive a security message that allows you to confirm via the OK That you want to disable the report.

Print and export a report

A finished report cannot be printed directly from the system, but must first be exported to a Word or PDF file. There is a time where you are able to do a direct printout and that is when you are in preview mode. Prints from here will be a direct mirror of what you see on the screen, (apart from corrections made to save toner/ink), and do not follow the settings you have made in your Word template.

Backgrund job

Obs! The background job icon appears only while the Bakrungdsjobbet is in progress, such as:
-Active jobs
-Klara Export
- Felmeddelanden
-System messages (copies of reports)

Obs! However, you can only see active background jobs for your own user, as a system administrator, you can assume the identity of a user to see background jobs for that user.

Search engine

I Search engine Allows you to easily and efficiently get the compilations of what different units have written around different sections. Instead of sitting with printed reports from different units and looking up the requested sections, or cutting and pasting from multiple word, you can select the sections you want to analyze and from which units. A summary report is then generated in a single document.

If you are going to write a compilation based on the writings of several units, the search engine is an effective tool. The search engine can also be used to create merged reports of several unit-size templates with common front page and table of contents.

You can find the search engine by clicking on the double arrow on the left side of a report, the report is then expanded to show additional functionality such as the search engine which is located in the top right corner.

 
Generate information from the search engine

To use the search engine, first click the name of the report, then click Clear reports Or Searchable reports.

Step 1 – Select units

Choose which units you want to search information from. The units that are visible on the page are the units that have received the report template. If a unit is grayed out, it means that the report is not ready and you can't perform a search on the unit yet. Learn more about settings for the report's Readability. Select units and confirm your selection by clicking the button Next In the bottom right.

Step 2 – Grouping
Here are two different options for grouping the search results:

  • Group the results by heading – The selected entities become master entities in the search results, and under them, the selected headings are displayed from the report template
  • Include top-level Enhetstillagda headings -If you selected the option Grouping the results per unit So you get the opportunity to get the unit-size headlines that are on the top unit level, ie. The entity that the report template is created on.
  • Grouping the results per unit -The selected headings from the report template become the main headings with the reporting text from each unit as subheadings

Click the Next button at the bottom right to confirm your selections.

Step 3 – Select section
Now you see all the titles, text sections, and tables that are included in the report template. To select which sections to include in your search, select the check boxes next to the sections. To select All, click on the button Select All Top. When you are satisfied with your selections, click on the button Generate At the bottom to create the result.

Step 4-Export to Word
Your search results will now appear on the screen. To export the results to Word, click the Export In the top right.

The following settings can be made before the export:

  • Select Word Template – In the list, select the Word template that you want the export to be based on.

  • Include Table of Contents — Select the check box if you want a table of contents to be automatically generated.

  • Include headers without associated text or table -Here you select whether the headlines are for example A report partly collected parts will be shown in the Exporterten.

  • Preamble to the first page — Allows you to write a preamble to the first page of the exported report.

  • Foreword — Provides a location for you to type a foreword to the exported report (any preface that each unit has written will not be added to the export).

To complete the export, click the button Export In the bottom right.

Period in reports

See the video below that detailed explains everything you need to know about how the period works in reports.

Andrea articles that may be relevant.

Periodicity and deadlines