Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Grouping of reports - Redesign of the visual
A grouping of specific declinations under one main system report is in place, thus lightening the content of the 360 Reports Window.
Previously, the 360 Report Window displayed all available declinations in a block. More than 200 declinations were displayed compared to 36 system reports now.
For each system report a description (indexed for search) is present in the newly added right pane. The number of available declinations and the target language for the report are also displayed.
Example
BEFORE
Displaying the reports of the Activity Family
21 declinations in one block
NOW
Displaying the reports of the Activity Family
3 System reports with their own grouped declinations
Control of the Reports to be displayed
The 360 window allows the user to hide/show certain system reports as needed to obtain an interface that displays only what is relevant to him.
The function icon is located in the menu bar on the right side of the 360 window reports.
Even if reports are hidden from the 360 window, they remain available through the funnel in the "inactive" section and can be reactivated at any time.
A system report cannot be deleted.
Dates of the report
Several options are in place to facilitate the selection of the time period when a report is requested.
In addition to defining specific dates manually, it is possible to directly select
Today
Yesterday
Current week (Monday to Sunday)
Last week (Monday to Sunday)
Current month
Last Month
Current fiscal year
Past fiscal year (previous)
Current year (current calendar year)
Last year (previous calendar year)
