Process descriptions can help the organisation and its employees to perform work in the best way possible, where everyone has visibility to clear actions and expectations. 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 available standard reports, you can create any configurable report you want in the Modeler.
Where do I find the reports?
To ‘run’ the standard reports, click on the ‘Reports’ tab at the top of the screen. The reports are divided into the categories: ‘Project’, ‘Process’ and ‘RASCI’.
Project
The reporting options in this category deal with (part of) all processes in the Modeler.
The standard reports, which can be customised if you want, can be found under ‘Documents’, ‘Roles’ and ‘Processes’.
Would you like to create your own reports?
- Then click on (the top of) the ‘Cross-references’ button.
- You choose the processes you want to report on and click <Next>.
- You choose from the top to the bottom which columns you would like, and that will be shown from left to right in the report.
- Click <Next> to display the report on screen.
All reports can be exported to PDF, Word and Excel.
Self-made reports can also be saved as a template by clicking the ‘Save’ button at the bottom left, so you don't have to create the same report every time. These are callable by clicking on the bottom of the ‘Cross-reference’ button.
Process and RASCI
The reporting options in this category relate only to the currently open process.
The standard reports, which are also customisable if desired, can be found under ‘Documents’, ‘Roles’ and some very specific ones, namely ‘RASCI matrix’, ‘RASCI roles by activity’, ‘Activities by RASCI role’.
- Then click on the top of the ‘Cross-references’ button.
- Youcan select from the top to bottom which columns you would like, and that will be displayed from left to right in the report.
- Click <Next> to display the report on the screen.
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 by clicking on the bottom of the ‘Cross-reference’ button.