Elements in Reports and Dashboards
A report element comprises a "building block" that should make up your report or dashboard. An element can be a component, heading, text, image, column, page break, decision follow-up, or task follow-up from board meetings.
You can only add components inside dashboards, i.e., graphs, widgets and report tables.
Then, you can build the report with elements by clicking the "Add Element" button.
Then, the element selector opens up. You can click on the element you'd like to add.
Add a heading
Allows you to create subheadings in reports.
Add a text
It allows you to add paragraphs of text. Here, you can also do simple formatting such as bolding and italicizing, creating lists, and indenting.
Add a graph
You can add a graph you have created yourself or that is standard in Boardeaser.
It is also possible to choose which business area or subsidiary (in the case of a group report) the graph should present. The graphs show the history of the period you selected above. If the graph needs to be adjusted, click "Edit graph" and connect directly to the graph editor.
Here, you can see how to create your graph.
Add widgets
Widgets provide a good overview of key figures that can be used in reports.
Here, you can see how to create widgets.
Add a report table
You use this to add a report table, either one that you have created yourself or one that is standard in Boardeaser, such as an income statement, balance sheet, or some of our "oneliners."
As with graphs, it is also possible to filter out the table by business area or subsidiary and edit it directly in the table editor.
Here, you can see how to create your report table.
Add Group tree
If you have selected the group report, you can also click on the Group tree to add a visual overview of the group tree.
Add image
You can upload an image for the report or import a PDF page. For best results, remember to crop and scale the image before uploading.
Add columns
You can add a section with more columns to the report. This makes it possible, for example, to have two tables next to each other. If you want more than two columns in your report, click the gear icon (Options) to the right of the header and select the number of columns.
Add page break
Adds a page break to the report after an element.
Add decision follow-up
Retrieves a list of decisions created or changed status during the selected period based on your minutes and board meetings via Boardeaser.
Add task follow-up
Retrieves a list of tasks created or changed status during the selected period based on your minutes and board meetings via Boardeaser.
Move or edit content/elements
If you move the mouse over an element or a row, you will see several options at the top right:
1. Comment
Adds a comment below the table or graph.
2. The gear wheel
Replace the content with something else of the same type.
3. The plus sign
Adds a new element to the line below the element.
4. Move
This allows you to move an element in the report. To do so, click "Move here".
5. Cross
Deletes the element.
In the example below, move my report table
You will then be able to see where you can move the elements. To move the element, click "Move here". To cancel the move function, click "Cancel".