- Click on the
Main menu >
Reports to access the reports center. - Select library.
- Click on the
+to add a new report. - Unfold the desired model.
- Select the report to create
- Enter information such as label, code, description, etc. It's useful to enter keywords to quickly identify the report.
- Select the libraries in which it should appear.
- Depending on the type of report, parameters such as category, consolidation level, whether or not to display in K and M, etc. will be requested.
- Choose an information break or sorting: sort information according to attributes (by weather, status, project...), hierarchical levels...
- Add cockpits by clicking on
+ Add. - Add attachments to hierarchies to control user access to this report.
Registeronce the settings have been completed.
You can also duplicate an existing report! You'll save time, since all your settings will already be there.
Access the collection of available reports, sorted by theme.
A description of the report and results is available: format, content...
A creation form is displayed with mandatory and possible parameters:
Once the backup is complete, you are automatically taken to the report run page.
