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Reporting page

Here you will find information about the overview page for "Reports" as well as the function "Report generator"

Content of the Article:

Overview 

For each report, there is information about:

  • Name - the name of the report
  • Period - the period that the report pertains to
  • Distributed from - the department the report has been created from
  • Department - which part of the organization you are currently in
  • Todo - here you will find links to what you (according to your user permissions) can do with the report, such as "Report," "To Complete," or "Activate"

By clicking on the report name, you can open more information about the report.

Find your report

If you have many reports, you can filter by report name in a free text filter to more easily and quickly find the right report. Type a few letters from the report name, and the list will be filtered instantly.

You can also use the following filtering options: 

Include reports on departments below
Includes reports on subordinate units based on the unit you are currently in.

Only show reports where I am a reporter for...
Filters out reports where you are designated as the reporter for the unit. See "Manage Reporters for a Report" (manual handling for individual reports and individual units) for more information about reporters.

Include archived reports
Also shows reports that are archived, e.g., reports that were completed during the previous year.

Tip: If you click in the search box and press the shortcut Ctrl + Space, you can minimize/maximize all categories.

Report generator

If you need to compile information from one or more reporting units, you can use the function "Report generator"

With this function, you can obtain a common report on what different departments have written about the same section. Instead of cutting and pasting a report from several exported department reports, you can easily select the sections you wish to analyze and from which departments. A summary report is then generated in a single document, which you can export.

You can also use the function if you want to merge reports from several department-specific report templates into a common report with the same cover page and table of contents.

You can find the function from the reports page by expanding the report you want to compile:

Compile reports

Please note that the function has the following limitations regarding the table of contents and headings:

  • The table of contents on the left side only displays the heading structure for the administrative (usually top-level) unit and does not change when selecting other units.

  • If all top-level headings are checked, all content is included, including unit-specific headings and reports (recommended).

  • If any headings are unchecked, only the checked items will be included, which may result in content from other units not being included if it does not exist in the administrative unit (used at your own risk).

Step 1 - Select Report Status and Departments

You can read more about all options directly in the interface by clicking on the information icon (i) next to each section.

  1. First, choose whether you want to compile from only completed reports or from all searchable reports - whether a report is searchable or not depends on the readability settings in the report settings and your permissions.

  2. Select which departments should be included in the compilation. Note that you can only select departments that have a report with the appropriate status according to the above settings.

  3. Choose whether you want to group the compilation by heading or by department, and whether you want to include department-added headings or not. You can change this setting in the next step.

  4. Choose whether you want to update the report parts before the compilation takes place - this ensures that the latest reporting is used. Completed reports will not be updated, however. If you have external tables in your report, you will also have the option to update these.

  5. Click Next.


Step 2 – Choose Which Report Elements You Want to Include

  1. If necessary, you can change both grouping and units from what you did in the previous step.

  2. Select which report elements you want to include in the compilation. The tree can be expanded, and you can choose which headings and node properties you want to include in the compilation.

  3. When you are satisfied with your selections, click the Generate button.

Step 3 - Export

When your generation is complete, you will see a preview on the right side. You can change your selections on the left and regenerate until you are satisfied. You can then export the report.

  1. Click on Export.
  2. Choose Word template and make other selections - read more by pointing to the information icon for each section.
  3. Export your compilation to Word.