This article will explain how you, as a SUPER USER can create a new standard report. Use the report to make analysis and how to apply filters.
If you need more information about how to use a standard report we recomend reading this article in our knowledgebase.
1.1 The purpose of reports is to present the information from the standard modules, in a manner that your employees find useful. It will give you an overview, both as an index or graphically.
Examples may be:
- Showing an index of controlled documents for a specific department or any organizational grouping.
- Having a report showing all NCRs. Maybe one companywide and in addition separate reports for each department.
- You may want the report to give you a proper status of certain activities. What is done, what is not done…
- Most important, give you a tool for solid analysis for improvement purposes.
Learning to create good reports will give you great possibilities to tailor make the structure of your business management system, enabling your colleagues to easily find their way through the system.
Good reports will be an important tool for you to gain improved management and control of your organisation, and you will have access to decision data for continuous improvement purposes.
2.0 Creating a new report
2.1 To create a new report you need to be a superuser. Go to the main menu and report hubs, then click the «New report» button in the top right corner.
This will open the report generator.
2.2 Give the report a Name. If «Translations» is chosen you will need to fill in names and descriptions in both languages.
2.3 Choose Modul, it will become Green
2.4 Click the save button
3.0 How to make a report analysis.
This article will show you how to create an analysis based on a standard report. The report tool in Antenor BMS is a powerful instrument that will give you access to a lot of useful 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 to have a quick and visual overview of the status of your business.
3.1 Creating a report analysis
In this example we will get a visual image of the numbers and types of incidents, and the cost for the different incident types. One row will show all incidents, the next row will show only the last months incidents.
3.2 Select the «Analysis» tab in the top right corner. Click the «Create New» button, and give the analysis a name.
3.3 Click the «Add new Chart» button, select the field(s) you want to include in the graph. The fields available here are the fields chosen to be a part of this report.
3.4 In this example we will choose the field «Incident type». Then click the «Close» button.
3.5 This selection gives you a graph that shows the number of incidents on the left side, the y-axis. And the different types of incidents along the bottom, the x-axis.
3.6 You can repeat step 3.4 and 3.5 to add more graphs to display more information:
- Second graph – Choose fields «Incident type» and «Cost».
- Third graph – Choose fields «Incident type».
- Fourth graph – Choose fields «Incident type» and «Cost».
This will give you four graphs looking something like this. The two rows are the same, but in the next step we will add a filter to the bottom row.
4.0 Adding a filter to an analysis
4.1 You can filter information further by using the filter button. For example choosing the filter option «Last month». Now, the top row shows all incidents, but the bottom row only includes the incidents from last month.
4.2 Click the red «Save graph» button next to the graph name.
5.0 Report filtering
After making a report and choosing which fields to include, you have the possibilities to do further filtering. This allows you to e.g. make a report specific to a department. Click the «Filter» tab in the top right corner to view this page. Then click the available module, in this case the icon for the «NCR module» as shown in the image below.
5.1 The next step is to choose a filter from the list if fields. Click the field you want to include, e.g. «Department».
5.2 Then choose which value(s) you would like to include in this report, as shown in the image to the rigth.
5.3 It is possible to filter on more than one field. Add more fields by repeating steps 5.0 to 5.3 (optional). For this example, we chose the field «Department» and the value «QRM».
5.4 View the filtered report by clicking the «Index» tab in the top right corner. This will give you the result of the report including the added filtering.