This functionality requires the Reports product.
With Boardeaser Reports, you can quickly and efficiently create various reports. You can start with a professional template or design your custom report template.
To include graphs and tables in a report, you must first load accounting data, budgets, and/or your KPIs.
If you want to use a template created by someone else, you must download it from the "Template Library" under the "Tools" section. Click "Download" for the templates you wish to use. If you're unsure which template to choose, we recommend the "CEO Report Standard Template."
Creating a report is only visible to you before it is published unless you invite another user to edit it (see “Invite for Editing” below).
Guide Content:
Follow the complete guide or click on the area you want to explore.
- Report Overview
- Finding Reports
- Creating a Report
- More Report Options
- Reports in the Document Archive
- Editing a Report
- Delete a report
Report Overview
The report overview displays all published reports from the organization. You can filter these reports by various types. To access the meeting overview, click "Report" and select "Report Overview" from the left menu.
Here, you'll learn more about the report overview.
Finding Reports
To view all reports from the organization, click "Reports" and "All Reports" in the left menu. Reports are categorized as either Published or Draft.
Creating a Report
To create a new report, click the "New Report" button.
Alternatively, you can create a report directly from the left menu by selecting "Reports" and "Create Report."
If you have created or downloaded report templates, they will be displayed at the top. You can click on the report template you'd like to apply. You can read more about how to create report templates here.
You can start by using the date picker to select the current date for the report. For instance, to send a monthly report set the date picker for the specific month. The graphs and tables will then display the data for that month.
Elements in Reports
In the Title field, enter the main title of the report. You can build the report by clicking the "Add Elements" button.
This will open the element selector. You can click on the element you'd like to add.
Refer to this guide for further information on which elements you can add and how to do so.
Moving or Editing Content/Elements
When you hover your mouse over an element or a row, several options will appear in the top right corner:
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Comment
Add a comment below the table or graph. -
Gear Wheel
Replace the content with something else of the same type. -
Plus Sign
Add a new element to the row above the current element. -
Move
This allows you to reposition the element in the report. Click "Move here" to place the element in your desired location. -
Cross
Delete the element.
More Report Options
At the top of the report, you will find additional options. By clicking on the icon with three dots (···) in the top right corner, you can:
- Save the report as a template.
- Create a copy of the report.
- If the accounting data or other values have changed, Select "Update PDF" to update the PDF file.
- Download the PDF in this view.
Please note that the "Delete" button will remove the entire report, including all its versions. This action will also delete the folder in the document archive containing the report's PDF version and any attachments.
Attachments
In the "Attachments" tab, you can upload financial reports and appendices. You can upload files directly or select documents from the Document Archive.
Preview
This tab lets you preview how the report will appear before you invite participants and publish it.
Participants
In this tab, you can select which users should receive the report and invite others to edit the protocol. Please remember not to edit the minutes simultaneously, as this may result in overwriting each other's changes. Click the "Invite more to edit" button to invite users to edit the report.
When you click on "Publish report," you can email the selected users a message and a link to the report in Boardeaser.
Once the report is published, it will no longer be editable. Administrators, observers, financial managers, invited users, and any additional users you invite will be able to read it.
PDF Generation
Under the "PDF" tab, a PDF file of the report is generated. To create this report, save it in the "Report" tab.
Settings
In the "Settings" section, you can specify the type of report you want, such as a CEO or group report. Depending on what you choose, different graphs and tables will be recommended. Additional settings for the report include:
- Allow Drill Down: This option lets the reader click on a value or category in financial tables to access more detailed information.
- Confidential: This setting restricts access to the report to authorized individuals only. These individuals can be selected in the "Invite and Publish" tab.
- PDF in Landscape View: This option adjusts the report layout to landscape orientation, allowing for wider tables and graphs.
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Link Attachments in PDF: All uploaded attachments will be listed and linked within the report's PDF.
Reports in the Document Archive
All published reports can be found in the document archive. To access them, click on "Documents," then select "All Documents" in the left menu, and choose the "Reports" folder.
Editing a Report
You can only make changes to unpublished reports. To edit a report, click on the "Draft" tab. Select the report title you wish to edit, or click on the icon with three dots next to the report and choose "Edit." From this menu, you can also delete an unpublished report.
Delete a report
It is possible to delete both published and unpublished reports. To delete a published report, click on its title.
Then click on the icon with three dots and select the “Remove” option.
Remove an unpublished report
To remove an unpublished report, click on the icon with three dots next to it and select "Remove".
You can also click on the report according to the images above.