This functionality requires the product Reports.
With the product Boardeaser Reports, you can create different types of reports quickly and efficiently. You can start with a professional template or create your own report template.
To insert graphs and tables into a report, you first need to load accounting data, budget and own KPIs. This guide describes setting up and loading data for reports:
You can download a template someone else created from the "Template Library" under "Tools" on the left menu. Click "Download" for the template(s) you want to use.
When you create a report, only you can see it before it is published unless you invite another user to edit it (see “Invite for editing” below).
Create a report
To create a report, click the "Create report" button.
You can also create a report directly from the left menu by clicking on "Reports" > "Create report".
These will be at the top if you have created and downloaded report templates. Click the report template you want to apply. Here, you can read more about how to create report templates.
You can start by using the date picker to select the current date for the report. For example, to send a monthly report set the date picker for the specific month. Then, the graphs and tables will present that month's figures.
In the Title field, enter the main title of the report. 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 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.
More report options
At the top of the report are several other options. By clicking on the icon with 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 so that you want to update the PDF file, click on "Update PDF". There is also the option to download PDFs in this view.
The "Delete" button will delete the entire report, including all versions. It will also delete the folder in the document archive with the PDF version of the report and any attachments.
Attachments
Under the tab "Attachments", financial reports and attachments can be attached. You can upload files directly or select documents from the Document Archive.
Preview
This tab shows how the report will look before you invite participants and publish the report.
Participants
In this tab, you select which users the report should be sent to.
You can also invite other users to edit the minutes. Remember not to edit the minutes simultaneously, as you risk saving over each other. Click the "Invite more to edit" button to invite users to edit the report.
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. However, administrators, observers, financial managers, users invited to edit, and additional users you invite can read the report.
Under the "PDF" tab, 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".
Settings
Under settings, you can choose what type of report it should refer to, for example, a CEO or group report. Different graphs and tables will be recommended depending on your chosen report. Additional report settings are:
- Allow drill down: This feature lets the reader click on a value or category in financial tables to explore more detailed information.
- Confidential: The report will only be available to those authorized to read it. These people are selected in the next tab, "Invite and publish".
- PDF in Landscape view: The report is adjusted to landscape view, which allows for more comprehensive tables and graphs.
- Link attachments in PDF: All uploaded attachments will be listed and linked in the report's PDF.
Reports in the document archive
The document archive contains all published reports. To access them, click "Documents" then "All Documents" in the left menu and click into the "Reports" folder.