Visual Report

With the Visual Report function, you can visually display the current status of the relevant procedures and/or consultations, and share them with your stakeholders via a link.

The Visual Report can contain consultations and procedures. When you open the detail page of one of these two types of items, you will see two sliders titled "Progress" and "Need for action" in the right corner of the page. In order for an item to be shown in the Visual Report, at least one of these two fields needs to be edited.

If you edit the field "Relevance", the respective item will be highlighted in the Visual Report with a larger bubble.

The Visual Report is generated based on tags, which means that an item needs to be added to a tag and the respective tag needs to be selected during the report creation. After you selected the desired tags, you can define the remaining settings (include/exclude author, creation date) and choose whether you want the Visual Report to be sharebale outside of the company or private (only users with SAVOIRR accounts can access the VR). After you are finished with your settings, you click on the button "Generate Visual Report" and your VR will open a new tab after it is finished.