Open and edit report

Reports can be opened, edited and saved in the portal by users in order to analyze and compare data.

If you have already created an evaluation, you can open it as follows:

1. Log in to the portal and click first on Evaluations in the main menu on the left and then on Reports.

   
    
   
   

2. A list of all reports created so far opens, with the number displayed just above the list.

     

3. Click on the report you want to open and the detail view for the report will open, which looks something like this:

    

   In this view you can see all the essential details of the respective report.

To edit a report, we need to open it in the detail view – as described in the chapter before. Once you have reached this view, proceed as follows:

In order to see changes to your report also in the preview, please refresh the preview via the refresh icon in the upper right corner above the report preview:

In both the Information and Report Content sections, simply click on the pencil in the upper right corner of each section.

The editing view will then open, where you can make all the changes you want – please click afterwards on   do not forget!

Edit filters and report preview

To edit the set filters for the report, simply change the settings in the filter bar above the report preview .

You can save the set filters to the report, so that these criteria are permanently linked to your report. To do this, simply click the disk icon in the upper right corner of the report preview:

If you want to have a specific or very specific checkpoint explicitly in a report, then select the filter Master data, there you select in detail which area and below it which checkpoint you want to have recorded in the report.

After that, please do not forget to click button on the right side of the line. Now you will get a report that explicitly contains only the control points you have selected.