Reports

You’ve defined your search terms, activated notifications, created tags for relevant items, and added internal notes using custom data fields. Now it’s time to report to your stakeholders.

With the reporting features, you can filter items based on a specific session or refine the report further using tagged items.

Give your report a title (mandatory) and a description if desired. Choose the format: PDF, Word, or Excel.
Select the relevant session and/or tags for your report. Choose the item types to include.

Note that by selecting a session, you will only include procedures. If you don’t select tags, you’ll generate a report including all items planned or discussed in the session. By selecting a tag, your report will show an intersection of procedures related to that session and tagged with the selected tags.

Add or remove details for each item. You can include your custom data fields as well. On the right side, you can preview how the information will appear in the report.

Note that currently, you can only choose between including all your custom data fields or none. In upcoming releases, you'll have the option to refine this choice.

Select the appropriate structure and download your report.

For easier and faster reporting, you can save report templates which allow you to reuse your preferred tags, sessions and settings to quickly generate a report. In order to create a template, you can start your usual report creation flow by giving it a title and selecting the output format. Select your preferred tags, item categories and sorting settings in steps 2., 3. and 4.

After reaching step 4., Finalisation, you can choose to save the current report as a template by selecting the option Save as a new report template. You can also define whether this will be a public template available for all members of the company, or a private one only you can see and reuse.

Once you generate this report, the template will be saved in your Report Templates, where you can view, edit and delete your templates.

The next time you create a report, you can select a template at the first step of the creation process and either choose to adjust it by clicking on the Next button, or generate the report according to the template by clicking the Skip Setup button.