How to create reports?
Process descriptions help the organisation and its employees to perform work in the best possible way, where everyone can see what is expected of the employee. In addition, capturing processes has other advantages. One is that information can also be viewed and compared across (all) processes. Questions such as ‘In which processes does role A have activities to perform?’ or ‘In which processes is application X used?’ can then be answered.
In addition to the standard reports available, you can basically create any report you want in the Viewer.
Where do I find the reports?
To ‘run’ the standard reports, click on the hamburger menu in the top left. Select ‘Reports’ and you will see that the reports are divided into the categories ‘Publication’ and ‘Process’.
Publication
The reporting options in this category deal with (part of) all processes that are shared or published.
The standard reports, which can be customised as needed, can be found under ‘Documents’, ‘Roles’ and ‘Processes’.
If you want to create your own reports, click on ‘Cross-references’ and the ‘New report’ button. You can choose the columns that will be displayed in the report from top to bottom and right to left.
All reports can be exported to PDF, Word and Excel.
Self-made reports can also be saved by clicking the ‘Save’ button at the bottom left, so you don't have to create the same report every time. These can be brought up at ‘Cross-references’ under the ‘New report’ button.
Process
The reporting options in this category relate only to the process that is currently open.
The standard reports, which are customisable, can be found under ‘Documents’ and ‘Roles’, in addition to some more specific options, namely ‘RASCI matrix’, ‘RASCI roles per activity’, and ‘Activities per RASCI role’.
If you want to create your own report, click on ‘Cross-references’ and the ‘New report’ button. You choose the columns that will be displayed in the report from top to bottom and right to left
All reports can be exported to PDF, Word and Excel.
Self-made reports can also be saved by clicking the ‘Save’ button at the bottom left, so you don't have to create the same report every time. These can be called up under ‘Cross-references’ under the ‘New report’ button.