Where can I find the reporting function? (Dear)

Where can I find the reporting function? (Dear)

To access the reporting feature, navigate to the main menu    in the upper left-hand corner, select your Organisation and open the Reports section:

There are default reports already available, which can be adjusted if required:


However, you also have the option to create your own report with filters that reflect your particular needs.

This is how you set up your own Dear report:

  1. Click on the NEW REPORT button on the Reports page:


  2. In step 1, select the request type(s) for which you want to create a report and click on NEXT:

  3. In step 2, specify the required report filters and then click on NEXT:


  4. In step 3, activate the checkbox next to each column you want to be visible in the report:

    When finished, click on CREATE.

  5. In the last step, name your report by filling in the field Report Name and click on NEXT:



The following options are available:
  • Rename the report
  • Export to a CSV file 
  • Print the report 
  • Schedule the report 
  • Delete the report
  • Copy the report (i.e., save it as a new report)
  • Edit the report
  • Sort the information in the columns (hover over the respective column and click on the arrow):


  • Move columns (via drag and drop):


  • Download an audit report archive for all requests
  • Download the attachment archive for all requests (beta*)
To apply the choices you made for the report, click on the SAVE button.

Important note: reports are only available to users who hold the Administrator or Auditor role.
Learn more how you can assign a new role to a user here.

*If you are interested in enabling this functionality for your ApprovalMax Organisation, please contact us.

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