Note! You can make more report settings after the report is created, such as adding a title or creating a filter. See Modify Reports.
Step 1-Select report type
By selecting one of the checkboxes Tree Or Table Specify the structure that the report should have.
- Tree -This type of report has the same structure as tree views, the connections between different nodes are visualized in a tree structure.
- Table -This type of report has the same structure as the tabular, the information is structured in a table.
- Standing -In this rapporttyyp you build a content structure that can be generated automatically based. On information from the scorecards or be completely rapportspecifik.
Note! Unlike a view, it is not possible to change from table structure to tree structure once the report is created. Therefore, consider carefully the structure that is most suitable for the report that you will create. For examples of different structures, see view types.
Confirm by clicking the button Next, bottom right.
Step 2-Name and scorecard
In the Name box, select the name of the report.
In the scorecard drop-down list, select the scorecard that the report should be based on.
Step 3-Select columns
Here you can see two squares: Available And Selected.
By selecting the columns that you want in the report, you move, using the arrows between the boxes, the selected columns to the box Selected.
Confirm by clicking the button Next, bottom right.
Step 4-Select Properties to display
For each column that you selected in Step 3 appear here two squares: Available And Selected.
By selecting the properties for each column that you want in the report, you move by using the arrows between the boxes, the selected columns, to the Selected.
Confirm by clicking the button Create, bottom right.
The report is created and you are moved to it.
Modify Tree or Table report
To modify a report, click the Ribbon Report. Next, open the report you want to change by clicking Visa Report And then click Modify Report, In the top left of the report. Window Modify Report is displayed and there are three main areas: General, Columns And Advanced Settings.
Name
Provides a location for you to type the name of the report.
Rubric
Provides a location for you to type the title of the report. If you select the Include unit in title check box, it will follow the unit to appear next to the report title.
Image
Here you can choose between do not change, no picture, change picture to log and upload new image. If you choose to upload a new image, the image will be downloaded by clicking on the button, browse or browse.
Show gauges
Here you can choose whether you want graphical meters that are attached to the nodes in a certain level to appear at the beginning of the report.
Periodicity
Here you can specify the interval at which reporting is to be made, i.e. how often those responsible should look at the figures and write Kommenatrer.
Vision
Here you can specify whether your organization's vision and vision description should appear in the report.
Columns
Here you can also make general column settings and partly changes to individual columns.
Change general Column Settings
To make general column settings, click the Change button to the right of the columns heading.
Show Columns
Here you can specify which columns are visible in the report. Two panes are visible: Available and selected. By selecting the columns that you want in the report, you move, using the arrows between the boxes, the selected columns to the selected box.
By selecting the show name properties with another bakgrunsfärg check box, all node names in the report are displayed with a background color.
Grouping of columns
Do not group levels
Select this option if you do not want any grouping of the columns in the report. The columns will appear, side by side, from left to right.
Grouping columns
This setting means that two or more columns are merged into the same column. Selecting this option will display the following two settings options:
- Number of columns to group-here you can set the number of individual levels in the report that you want to group in the same level. If you select three grouping, the first three individual levels (counting from the left of the report) will be displayed in a common grouping. The purpose of this can be to save space sideways.
- column heading for the grouped column-here you enter the Grupperingsnivåns heading.
Show identical node properties in same column
This setting means that identical node properties are displayed in the same column. For example, the color property of measures and tasks can be displayed in the same column. Selecting this option will display the following setting option:
- Title of the grouping column-here you specify the title that the grouped column should have.
This setting means that the report is grouped by keyword. The leftmost column in the report is the keywords. Selecting this option will display the following setting option:
- Keyword Group-here you can specify which keyword group the report will be grouped by.
Change single column
Click the Redigerarikonen to the left of each column name to access the Properties for < name of the selected column >, And there are two squares visible: Available And Selected. By selecting the properties that you want in the column, you move, using the arrows between the boxes, the selected properties to the box Selected. Confirm by clicking the button Shoot.Advanced Settings
Here you can make advanced settings in four areas: filter settings, standard filter, comment settings and export settings.
Filter settings
Press the filterinställningar. The following settings can be made:
Enable filtering
Click here to activate the filtering feature.
Show the filter expanded from scratch
Click here for the filter to appear in a report from the beginning.
View filters to include underlying units
Click here to enable the ability to filter out underlying units.
Show filters to filter out underlying comments
Click to enable the ability to filter out underlying comments.
Allows you to select multiple names in the name filter
Click here to make it possible to select multiple names in the name filters. Multiple names are selected by selecting the check boxes in the curtainlists.
Select column for free-text filtering to be done on
In the drop-down list, select the column for which free text filtering can be made. If you want the free-text filtering to be done for all columns, select To.
Choose which columns to display in tche filter
Here you set up for which levels there should be the possibility to filter out individual, or a selection, of nodes. Filtering out a selection of nodes requires that you have also set the filter setting that allows multiple names to be selected in the name filter.
filtering on your own
Here you set the level of the report as it should be possible for the user to filter out which nodes he is responsible for.
Filtering on copied
Sets the level at which it should be possible to filter out which nodes have been copied to the report.
Keyword filtering
Under General Preferences, select whether the keyword filters in the view should go against all columns or whether keyword filters should go against individual columns. If you choose to have keyword filters move to individual columns, you have two additional options:
- Keyword filters in the same column should have "or-logic" between them-enabling this setting means that nodes that contain keywords from at least one of the keyword groups present in the view will be displayed.
- Join branches that do not contain keywords that are filtered out should be displayed-enabling this setting means that nodes to the left of the filtered node are still displayed.
Choose which keyword groups There should be filters for
Here you can set the columns for which you want to filter on keywords..
Responsability filtrering
Here you can set whether to filter for the nodes in a specific level that a particular user is responsible for. By selecting the check box Mefiltrering Enables users to find out what they are responsible for.
Statusfiltrering
Here you can set whether to make filtering with respect to status.
Priority filtrering
Here you can set whether to make filtering with respect to priority.
Select the column that the underlying units of filtering should be
Sets the column for which the underlying units can be filtered.
Filtering on start and end dates
Sets the column for which filtering with respect to start and end dates should be made. By selecting the check box Include activities that cross the start and end date range, it also filters the activities that cross the date range forward.
Period Date filtering
Here you set up whether you want to be able to filter for tasks for a specific period. You must define a period in one drop-down list and which column filtering should refer to in the second drop-down list. Through the two check boxes, you can set the start date for the period to always be first January, and whether the period filtering option should always be visible or not.
Paging-filtrering
The Paging always starts from the first level of a report. Clicking on one of the options to the right of the Select < First level name >, , you can sort the view by the options that are provided. The options are the same as the first-level nodes.
Standard filter
There are three different default filters for reports: standard, unit specifc And grupp specific. All three are set up in the same way, the exception is that you need to specify in the unit and group specific which unit the respective groups to which the filters apply.
You make your selections in the Rullgardinslistor that are displayed. Which rullgardinslistor are visible depends on which filtering options are enabled. A filtering option must therefore be enabled in the standard filter to be used in the default filter.
Comment settings
Here you can make commenting settings for the report. Settings can be made in the following areas: Overall Comment, node comments, General, time lock and Other Settings.
Overall comment
Here you can set up whether to add an overall comment for the report. In the Header box, type the name of the title. Leaving the header box blank means that the overall comment does not get a title.
Node comments
Here you enter in What levels it should be possible to add Rapportspecifika comments. Select the checkboxes to the left of the levels you want the nodes to comment on.General
Here you can specify whether a comment should be visible to all units or whether a comment should be visible only on the unit where it is written.
By selecting the check box Use extended formatting for comments, allows the commenter to use bold or italics, for example.
Time lock
Here you can specify the number of days in the next period that a comment should be locked for editing. You can also specify an exact date when the ability to edit a comment is deleted.
Other settings
By selecting the check box View underlying comments You set up comments from underlying units to be visible to the user.
Export settings
Here you can make the export settings for the report.
Word och Pdf
Specifies whether the report should have a portrait or landscape page layout when exported to Word and PDF.
Archiving
If you want archiving of the report to be possible, you must specify this here, by clicking the check box And. Then you specify what Arkiveringsmappen should be called, what the file name should be, as well as postfix on any attachments. Confirm by clicking the button Shoot.
Tool-tip
Tooltip-inställningarna Separately for each of the three node types. Under each node, select the check boxes for the information that you want to appear when users hover the pointer over the node. Confirm your selection by clicking on the button Shoot.
Style template
By selecting the check box Top adjust all the contents of the table , the contents of all of the cells in the Top adjust, instead of the default normal alignment.
Extra report parts
Here you can add extra report parts before or after the main report.
Explanation of additional Report parts
- Comment section - Report part where the reports can write Report-wide comments.
- Fixed text in the report- text you want to include in the report but that the reports cannot change.
- Chart - Report part that contains diagrams of the measures that are included in the report.
- Spider charts - Report part that contains a spindle diagram of the measures that are included in the report.
- Activities filtered on keyword- Report part with activities that contain a specific keyword group.
- Report part with first task column -Rappordel containing the first column of activities from the scorecard.
- Copy of the Body -a copy of the main part, in which it can subsequently change the characteristics to be shown in order to distinguish it from the main part.
- Bilagordel -Report part that you can add attachments to in the most common file formats.
Add new Report part
To add a new report part, click the Add button. Now you'll get to a step-by-step guide in two steps:
Step 1-Select extra Report part
Choose which report part to add.
Step 2-Settings
Here you name the report part and specify whether it should be above or below the main report. For some report parts, you also set the keyword group to filter on.
For the extra report part Kommentarsdel You can set the heading level.
Placement of Extra Report part
When you add an extra report part, you specify whether it should be before or after the main report. If you have multiple rappordelar either before or after the main report, you can change the order of them MHA the arrows in the table to the right of the report part names. To move a report part that is after the main report and put it before, or vice versa, click the Redigeraikonen to the left of the name. On the page you're going to, you can change the location.
Edit Extra Report part
To edit an additional rappordel, click the Redigeraikonen to the left of the name. What you can do is:
Filter a tree or table report
If the filter is not already displayed in the view, press Visa filter In the top right corner. The filter will then appear with the different options that are default in the filter settings.
Unitfiltrering
In the drop-down list where the current drive is visible, you have the option to filter so that you also see nodes of underlying units. Depending on how your system administrator has set up the filter, unit filtering can relate to all levels or a single level. Select which units you want to filter out information from and confirm by clicking the Filter.
Name filtrering
In Rullgardinslistorna with the level names there is the possibility to filter out individual, or a selection, of nodes below each level. Filtering out a selection of nodes requires that your local administrator has set the filter setting that allows multiple names to be selected in the name filter. Select which nodes you want to filter forward and confirm by clicking the button Filter.
Free text filtrering
Free text filtering is done in the text box that is empty from text and has no description. The free-text search function is linked to a specific level, which means that you can only filter for nodes from the specific level. Type the text you want to filter forward and confirm by clicking the button Filter.
filtering on own or copied
filtering on Own Respective Copied is done by selecting the checkboxes for the two options. Filtering is linked to a specific report-to-record. Filter on Own , you can determine which nodes within the specific level you are responsible for. Filter on Copy , you can determine which nodes have been copied to the report. Confirm by clicking the button Filter.
Keyword filtrering
To filter on keywords, select among the keywords in the Rullgardinslistorna, which in initial mode have the name of the keyword groups specified. To filter multiple keywords at the same time, your system administrator must have allowed this. If this is the case, you can select multiple keywords at the same time in the list by checking the checkboxes to the left of the keywords. Confirm by clicking the button Filter.
Responsability filtrering
Responsible filtering is done in the drop down list where the Responsible for < level > name. The liability filtering applies only to the responsibility for a specific level. Through responsible filtering, you can filter out the nodes in the specific level that a particular user is responsible for. By choosing your own you will get what you are responsible for. Confirm by clicking the button Filter.
Status filtrering
Status filtering always refers to tasks and is done in the drop-down list where it is in initial mode Status för <aktivitetsnivåns>. Through status filtering, you can filter out the tasks that have a specific status. Confirm by clicking the button Filter.
Prioritetsfiltrering
Priority filtering always refers to tasks and is done in the drop-down list where it is in initial mode < Aktivitetsnivåns name > priority. Priority filtering allows you to filter out the tasks that have a specific status. Confirm by clicking the button Filter.
Filtering on start and end dates
Filtering on start and end dates refers to activities. By selecting a start date, you can filter out all tasks with an earlier start date than the one you specified in the filtering. By selecting an end date, you can filter out all tasks with a later end date than the one you specified in the filtering.
Note! In some cases, filtering on start and end dates is set to not filter activities that cross the start and end date ranges. Because of this, a task may appear even though it would normally be bortfiltrerad by the start or finish date.
Period Date filtering
With date filtering for period, you can filter out the activities that are/were current for the selected period.
Paging-filtrering
The Paging always starts from the first level of a report. Clicking on one of the options to the right of the Select < First level name >, , you can sort the view by the options that are provided. The options are the same as the first-level nodes.
Publish a tree or table report
Delete a tree or table report
Copy a tree or table report
Archiving a tree or table report
The difference between report and view
Both a view and report display information from a scorecard. From the view, you can change nodes by, for example, entering data into measures or changing the status of tasks, as well as creating new nodes. However, the reports provide better options to configure the appearance and write comments.