Click on "Reports" in the left menu and then click on "Create report".
If there are templates saved, they will appear at the top. If you want to use a template, click on the name of the template.
Start by selecting the current date of the report. For example, if you want to send a monthly report, set the date to the specific month. Then the graphs and tables will present the figures for that month. You can also choose what type of report it is, such as a CEO report or a group report.
In the title field, enter the main title of the report. You can then build the report using these building blocks:
2. Text fields
3. Graphs (predefined and own)
4. Tables (predefined and own)
5. Images (Images or PDF page)
6. Columns (creates a section with two columns, i.e. half a page each)
7. Decisions from the current period (from minutes created in Boardeaser)
This is what the toolbar looks like, click on what you want to add:
1. Add a heading
Allows you to create subheadings in the content.
2. Add a text
Allows you to add pieces of text. Here you can also do simple formatting like bold, italics, create lists and indentations.
3. Add a graph
Here you have the opportunity to add a graph that you have either created yourself or that is standard in Boardeaser. Here you can also choose which business area or subsidiary (for group reports) the graph should present. The graphs show history up to the time period you selected above. If the graph needs to be adjusted, you can click on "edit graph" and you will be connected directly to the graph editor. Here you can see how to create your own graph.
4. Add a table
You use this to add a table, either one that you have created yourself or one that is standard in Boardeaser, such as income statement, balance sheet or some of our "oneliners".
As with the graph, you can also filter the table by business area or subsidiary and edit the table directly in the table editor. Here you can see how to create your own table.
5. Add image
Here you can upload an image to the report. It is also possible to import a PDF page. Remember to crop and scale the image before uploading it for best results.
6. Add columns
Here you can add a section with two columns to the report. This makes it possible, for example, to have two tables next to each other.
7. Add decisions
Retrieves a list of decisions created or changed status during the selected period based on minutes and board meetings you had via Boardeaser.
Edit content and move
If you move your mouse over a block or row, you will see some options in the top right corner:
1. Comment: Add a comment under the table or graph.
2. Options: Replace the content with something else of the same type.
3. Plus sign: Insert element to the row below.
4. & 5. Up/down arrows - allows you to move the content up or down in the report.
6. Remove - delete the content.
At the bottom of the report there are a number of options for your report.
Allow drill down: Enables the reader to click on a value or category in financial tables to explore more detailed information.
Confidential: The report will only be available to the people who are authorized to access it. These people are selected in the next tab "invite and publish".
PDF in Landscape: The report is adjusted to landscape view which allows for wider tables/graphs.
At the top of the report there are a number of other options. By clicking on the three dots at the top right, you can save the report as a report template or create a copy of the report. If the accounting data or other values have changed and you want to update the PDF, click on "update PDF". It is also possible to download the PDF in this view.
The "Delete" button deletes the entire report including all versions of it. This also deletes the folder in the document archive with the PDF version of the report and any attachments.
Under the tab "Attachments" there is the possibility to attach financial attachments and appendices. You can choose to upload files directly or select documents from the document archive.
This tab shows what the report will look like before you invite participants and publish the report.
In this tab, you select which users the report should be sent to. You can also invite other users to edit the report. Remember not to edit the report at the same time as you risk saving over each other.
To invite users to edit the report, click the "Invite more to edit" button.
When you click on "Publish report" you have the option of sending an email to users with a message, the email also contains a link to the report in Boardeaser.
Once the report has been published, it will no longer be editable. Administrators, observers, CFOs and users invited to edit will be able to read the report, as well as additional users you invite.
In the last tab "PDF" a pdf file of the report is generated. For the report to be generated, you need to have saved the report in the first tab "Report".
Reports in the document archive
All published reports can be found in the document archive. Click "Documents" then "All Documents" in the left menu and select the "Reports" folder.
Don't hesitate to contact the support team if you need help!