Tips for Reporting in Stratsys

Time for Reporting? Here We Have Gathered Our Best Tips to Make it Easier for You as a User

Has it been a while since you did your reporting, or do you just want to refresh your memory? We have gathered some of the videos and instructions that you have access to, so that you can make your reporting as smooth as possible.

 

  • If you want to delve deeper into reports, you can find a detailed description of how to use them here.
  • It should be easy to find the right thing! Here is a brief description of menus and how to navigate.
  • Your follow-up responsibility is collected in the To-Do list on the home page, you can read more about it here.
  • Are you going to follow up on an activity or a goal that has been carried over from previous years? Don't forget that in the follow-up window, check under the "History" tab where you can see what you wrote in the last follow-up period. The same applies to reports and for headings that were in your last follow-up report!

  • In addition to taking help from the history, maybe another unit within your organization has written their report that you can be inspired by? Inside the report, you can switch units using the organizational tree to see what others have done and learn from each other. Note that different organizations have different permission settings, so it's not certain that it works for you.