On the reporting page it is possible to work with different views. For each view you can set which report you want to see. This prevents you from having to work with a large, unclear interface. Instead, you can easily switch between different overviews.
Add actions overview:
Open the reports screen.
Click on "Add view" at the top right of the screen.
Here you can fill in or set all fields, including the 'Name' , option 'Published' (if active this view will be accessible to every user, by default the new view is only accessible to you. Only users with certain rights can make their view public .) and option 'Standard' (When this option is checked this view becomes the standard view. When navigating to the reporting page this view is selected by default)
If both options are checked, the view becomes available to other users and the view becomes their default view.
Click on the "Save" button and the view will appear in the view bar. If view is highlighted in yellow, it means that the view is active. If a view is active, you can edit it, delete it, or add graphs.
You can display the reporting page in full screen.
Acts:
Open the reports screen.
Press the "Icon with the 4 arrows" button to switch the full screen function on or off.
It is possible to refresh the report with an interval, the following frequencies are possible:
● No interval.
● Every 5 minutes.
● Every 60 minutes.
Acts:
Open the reports screen.
Press the "Do not refresh" button at the top right.
Then select 1 of the options for choice interval.
You can use filters to display the desired data in the report. The graphs will therefore only show those filtered results (Important: these filters do not affect safety reports). In the white bar at the top of the page you can see which filters are currently active.
Info: You can apply multiple filters at the same time. Multiple filters in the same category work as an OR operator: all information that falls within one filter or within the other filter is included. You can merge these filters into an umbrella filter. Filters from different categories work like an AND operator: only the information that appears in all (overarching) filters is included.
Open the reports screen.
Press the ‘’Add filter’’ button at the top right.
Select the desired options from different list boxes. Each list box represents a category for which you can add a filter. After selecting an option, the filter is added immediately and the selected option appears in the bar with the active filters.
You can also add advanced filters. Here you specify specific conditions (criteria) in which you determine which data should or should not be shown. For example, you can add a filter that only takes into account all the years after 2017.
Open the report screen.
Press the ‘’Add filter’’ button at the top right.
Then press the ‘’Add advanced filter’’ button.
A pop-up menu appears. From left to right you can select or fill in the number of fields. At the first selection list ‘’Filter on’’, select an object on which you want to filter the data. In the second selection list Filter function you select the function. Select the comparator in the third selection list ‘’Comparator’’. Finally enter a ‘’Value’’ for how the must comply.
Press the Save button and the filter will be added to active filters.
| Filter on | Filter function | Comparator | Value |
|---|---|---|---|
| Issue date | Year | > (more than) | 2018 |
Select and click on data in a graph or chart. The new filter is placed behind active filters. All information on the page will now be filtered on the new filter: only information that has to do with this filter is displayed.
Local filter: Do this by clicking on the indication of the data in the legend. The graph will now not include the relevant information and the indication of the data will be shown light gray in the legend. Click on the indication again to cancel the filter. This filter only applies to a graph and will therefore not be shown in the bar with active filters.
Click at the top behind active filters on the cross behind the filter that you want to remove.
The filter has been deleted.
Add filters to the current view.
Press the ‘’Save’’ button at the top right. The active filters are now linked to the current view.
Widgets are the reports that have been created at the reporting institutions. You can add this widget to a view.
There are 3 different types of widgets:
My reports
Predefined reports
Safety reports
These widgets have been created by users with administrator rights.
Add My reports:
Open the reporting screen.
Press the ‘’Add Widget’’ button at the top right.
A pop-up menu will follow. Press the ‘’My reports’’ button.
Then select the desired report that you can choose from the selection list.
Press the ‘’Save’’ button. The selected report will be added to the bottom of the current view.
These widgets are supplied as standard with the program.
Add Predefined reports:
Open the reporting screen.
Press the ‘’Add Widget’’ button at the top right.
A pop-up menu will follow. Press the ‘’Predefined reports’’ button.
Then select the desired report that you can choose from the selection list.
Press the ‘’Save’’ button. The selected report will be added to the bottom of the current view.
These widgets are created by users with administrator rights, when the “safety” module is enabled.
Add Safety reports:
Open the reporting screen.
Press the ‘’Add Widget’’ button at the top right.
A pop-up menu will follow. Press the ‘’Safety reports’’ button.
Then select the desired report that you can choose from the selection list.
Press the ‘’Save’’ button. The selected report will be added to the bottom of the current view.