Do you produce monthly or quarterly reports and want to quickly produce reports comparing your objectives with actual results?
Your reports need to have a fixed structure and consistent content over time, and you're looking to design a template to save editing time?
Use the"Activity Reports" app to create your own reporting templates and generate monthly or quarterly reports.
Then print out your PDFs and share them with your team or shareholders.
By activating the app, you can :
- Create activity report templates containing objectives and achievements
- Edit monthly or quarterly versions of reports
- Enter the contents of your reports
- Validate your reports
- Generate PDFs
To create a template, click on the "Add a report template" button.
Complete the "Template name", the "Description" and define the "Periodicity": monthly or quarterly
Then add the structure of your report template:
- Title
- Subtitle
- Paragraph
- Indicators (display tables and curves and compare periods)
In your reporting, choose the indicators to be used from among those created in your application, and :
- Compare with previous period
- Compare with previous year
- Show total
- Display graph
The "Management by objectives" app, which lets you manage activity monitoring indicators (objectives and actuals), is automatically activated with the "Activity reports" app. So, compose your indicators and integrate forecast and actual data into your reporting.
Your created report template is used to generate your monthly or quarterly reports. When generating the versions, you can insert your comments in relation to the activity situation. To do this, the template features a "+" icon for each month.
Click this icon to generate the monthly or quarterly copy of the report, and complete each section by adding your comments.
Once you've written the content of your report, validate it and generate a PDF.
