Run a report on settings, published content or a process.
Process descriptions help the organisation and its employees to perform the work in the best way possible; where everyone can see and understand expectations from the employee/role. 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.
There are also standard reports available that provide an overview of Publisher content, such as set authorisations, or offered and published processes.
In addition to the standard reports present, you can essentially create any report you want in Publisher via the ‘Cross-reference’ button.
Where do I find the reports?
To ‘run’ the reports, click on the ‘Reports’ tab at the top of the screen. In the ‘Settings’, ‘Diagrams’, ‘Publication’ and ‘Process’ button categories, you will find the standard reports.
Settings
In this button group you will find the following reports:
- Authorisations publications: this overview shows the set authorisations per folder and published diagram.
- Viewer settings: this overview shows which viewer settings have been activated per user and user group.
- Start overviews: this overview shows per user and user group which start overviews each user and/or user group has been assigned.
- Reaction notification: this overview shows, per user and user group, which diagrams they receive e-mail notifications for with reactions left on the diagram.
Publish
The reporting options in this button group concern (part of) all processes that have been submitted for assessment or published. As a note, the combination is not possible.
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’. Here, you can choose the columns that will be displayed in the report from top to bottom, from right to left.
All reports can be exported to PDF, Word and/or 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 by pressing the bottom half of the ‘Cross-reference’ button.
Process
The reporting options in this button group relate only to the process(es) that are currently open.
The standard reports, which can be customised as needed, can be found under ‘Documents’, and ‘Roles’.
If you want to create your own reports, click on ‘Cross-references’. You choose the columns that will be displayed in the report from top to bottom, from 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 by pressing the bottom half of the ‘Cross-reference’ button.