SUPER USER Creating a report

This article will show you how to create a new standard report, this is a task for a SUPER USER.

If you need more information on what a standard report in ABMS is and how to use it, we recommend the article "How to use a standard report".

 

Report

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 and graphically.

Examples may be:

  • Showing an index of controlled documents for a specific department or any organizational grouping.
  • Having a report showing all NCRs. 
  • You may want the report to give you a proper status of certain activities. 
  • Most important, it will give you a tool for solid analysis for improvement purposes.
 

Learning to create good reports will give you 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 organization, and you will have access to decision data for continuous improvement purposes.

Create a report

1. To create a new report you need to be a superuser. Go to «reports» from the system / main menu and click on «New report» in the top right corner. 

A report generator will open.

2. Choose whether the report name should be translated or not, with this switch. Fill in the name of the report and a short description. If «Translations» is chosen you will need to fill in the name and description in both languages.

3. Choose a module by clicking the desired icon.

4. Click the «Save» button.

5. The report is created, and you will get a list of all the document titles from the selected module.

 

6. To generate an interesting report you need to see more information than just the document title. This is done by clicking the «Hub» tab in the top right corner.

Then, click «Continue».

 

7. This is where you choose the fields that you would like the report to include. Click on the fields to select them. The selected fields is indicated by the color green.

8. Click the «Index» tab in the top right corner to see the selected fields in the report.

9. The report now shows you the selected fields of all the documents. 

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