Where I can find a reporting function? (Stand-alone)

To access the reporting feature, in the main menu select your Organisation and open "Request reports":

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

This is how you set up your own stand-alone 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 and then click on "NEXT":
   
   
5. In the last step, name your report by filling in the field "Report name":
   
   When finished, click on "CREATE".

The description field is visible in the Reporting for Stand-alone requests and enables users to see additional information.


The following options are available:

• Rename the report
  
• Export to a CSV file 
  
• Print the report 
  
• Schedule the report 
  
• Remove 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 
  

To apply the choices, you made for the report, click on the "SAVE" button.

Important note: Reports are only available for users with Administrator or Auditor role assigned.
Learn more, how you can assign a new role to a user here.

Please note: For Organisations not connected to an accounting system, line item reports are not available as stand- alone requests do not have line items.

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