1.0 Standard reports
Standard reports are how information registered in standard modules is displayed. A standard report shows a list of documents from one specific module. The superuser’s responsibility is to create and maintain the standard reports.
The standard report can be created to show all the documents from one module, or it can be filtered, e.g. only show documents from one department. Which fields and the order in which they appear are also something the superuser can customize. Therefore, please get in touch with your superuser if you need any of this changed.
In addition, for a standard user, it is also possible to search, set a personal filter and change the sort order of the documents in the report. This is described below.
The reporting tool in Antenor BMS is a powerful instrument that will give you access to a lot of helpful information about your company. To make it even better, the analysis tool allows you to get a visual image of the data from the report in the form of graphs. This can be very useful when you need a quick and visual overview of the status of your business. How to view the available analysis is also described below.
Here is an example of a standard report for the NCR module:
1.1 How to access standard reports
You can find your standard reports in your company menu.
You can also find reports in the system menu on the left-hand side. Select the module you want, and you will see a list of the available reports.
You can also gain access by using the «Reports» module. Please note that this module may contain reports you don’t have access to.
1.2 Search function
There is a search field in the top left corner of the report. This field will search for the entered text string in all the documents of the current view. If you have done any personal filtering, it will only search within the currently showing documents.
1.3 set up a personal filter
For each column, you can enter a personal filter. The different columns/types of fields will give you other options to filter on. Click the «funnel» icon next to each column’s header, marked with a red square on the image below, to enter the value of your filter.
This window will open when filtering on «Incident type». Choose your values by clicking on them. Then click «Apply».
This window will open when filtering on «Cost». Choose your values by entering one or both. Then click «Apply».
The «funnel» icon will change to light blue when a filter is active.
Click the «funnel» icon, and the red «Remove filter» button to remove the filter. Or click the red «Remove all filter» button next to the search field in the top left corner of the report.
1.4 How to change the report index sorting order
You can sort the order of the documents in the report. This is done by clicking one column’s header, a little «arrow and lines» icon will appear next to the header. The report will now be sorted based on that column’s content.
Clicking the same column header again will reverse the sort order. Clicking another column’s header will sort the report based on that column’s content.
1.5 Create an analysis.
If the standard report has one or more predefined analyses, you can find them by clicking the «Analysis» tab in the top right corner.
You will now see a list of available analysis for this report. Click the analysis you would like to see.
The analysis tool allows you to get a visual image of the data from the report, in the form of graphs.
Go back to the report list view, by click on the «Index» tab in the top right corner.