In this article we will show you how to create a new standard report, this is a task for a SUPER USER.


If you need more information on what a standard report in ABMS is and how to use it, we recommend the article "How to use a standard report".


TABLE OF CONTENTS


 Report


The purpose of reports is to present the information from the standard modules, in a manner that your employees find useful. It will give you an overview, both as an index or graphically.

Examples may be:

  • Showing an index of controlled documents for a specific department or any organizational grouping.
  • Having a report showing all NCRs. Maybe one companywide and in addition separate reports for each department.
  • You may want the report to give you a proper status of certain activities. What is done, what is not done...
  • Most important, give you a tool for solid analysis for improvement purposes.

Learning to create good reports will give you great possibilities to tailor make the structure of your business management system, enabling your colleagues to easily find their way through the system.

Good reports will be an important tool for you to gain improved management and control of your organisation, and you will have access to decision data for continuous improvement purposes.

Create a report


1. To create a new report you need to be a superuser. Go to the report hub from the system / main menu and click the "New report" button in the top right corner.


A report generator will open.

 Click the image to view a larger version.


2. Choose whether the report name should be translated or not, with this switch. Fill in the name of the report and a short description. If "Translations" is chosen you will need to fill in names and descriptions in both languages.

 

3. Choose a module by clicking the desired icon.

 


4. Click the "Save" button.

 

5. The report is created, and you get a list of all the document titles from the selected module.

 Click the image to view a larger version.


6. To generate an interesting report you need to see more information than just the document title. This is done by clicking the "Hub" tab in the top right corner.


Then, click "Continue".


7. This is where you choose the fields that you would like the report to include. Click the fields to select them. The selected fields is indicated by the colour green.

 Click the image to view a larger version.


8. Click the "Index" tab in the top right corner to see the selected fields in the report.


9. The report now shows you the selected fields of all the documents. 

Click the image to view a larger version.


Next we recommend reading "SUPER USER Report filtering" and "SUPER USER Report analysis".