In this article we will show you what kind of information is in a standard report, how you find these reports, how to search, set personal filters, change sort order and view analysis.


TABLE OF CONTENTS


Standard reports


Standard reports is how information registered in standard modules is displayed. A standard report shows a list of documents from one specific module. It is the responsibility of the superuser to create and maintain the standard reports. 


The standard report can be created to show all the documents from one module, or it can be filtered and e.g. only show documents from one department. Which fields and the order in which they appear is also something the superuser can customize. Therefore, please contact your superuser if you need any of this changed.


In addition, for a standard user it is also possible to search, set a personal filter and change the sort order of the documents in the report. This is described below.


The report tool in Antenor BMS is a powerful instrument that will give you access to a lot of useful information about your company. To make it even better, the analysis tool allows you to get a visual image of the data from the report, in the form of graphs. This can be very useful when you need to have a quick and visual overview of the status of your business. How to view the available analysis is also described below.


Here is an example of how a standard report for the NCR module can look.

Click the image to see a larger version.


How to access a standard report


Your company menu is where you can find links to your standard reports, as mentioned in the "Company menu" article.


It is also possible to view all standard reports in your ABMS by clicking the system menu -> "ReportHubs".




Note: In the "ReportHubs" there may be listed reports that you don't have access to!


How to search in standard reports


1. There is a search field in the top left corner of the report. This field will search for the entered text string in all the documents of the current view. Meaning, if you have done any personal filtering, it will only search within the currently showing documents.

Click the image to see a larger version.


2. To clear the current search click the grey circle with a "X" in the search field or do a new search.


How to set a personal filter in standard reports


1. For each column you have the possibility to enter a personal filter. The different column / type of fields will give you different options to filter on. Click the "funnel" icon next to each column's header, marked with a red square on the image below, to enter the value of your filter.

Click the image to see a larger version.


2a. This window will open when filtering on "Incident type". Choose your values by clicking on them. Then click "Apply".


2b. This window will open when filtering on "Cost". Choose your values by entering one or both. Then click "Apply". 


3. The "funnel" icon will change colour to light blue when a filter is active.


4. To remove the filter, click the "funnel" icon again and then click the red "Remove filter" button. Or click the red "Remove all filter" button next to the search field in the top left corner of the report.


How to change sort order in standard reports


1. You can sort the order of the documents in the report. This is done by clicking one column's header, a little "arrow and lines" icon will appear next to the header. The report will now be sorted based on that column's content.

Click the image to see a larger version.


2. Clicking the same column header again will reverse the sort order. Clicking an other column's header will sort the report based on that column's content.


Analysis on standard reports


1. If the standard report has one or more predefined analysis, you can find them by clicking the "Analysis" tab in the top right corner.

Click the image to see a larger version.


2. You will now see a list of available analysis for this report. Click the analysis you would like to see.

Click the image to see a larger version. 


3. The analysis tool allows you to get a visual image of the data from the report, in the form of graphs. 

Click the image to see a larger version. 


4. To go back to the report list view, click the "Index" tab in the top right corner.