You can easily create monthly reports for e.g. the board and external owners in Boardeaser. In under an hour, you can get started with professional reporting!
Click on the "Reports" tab and then "Create report". If you want, you can first download ready-made report templates from the tabs "Tools" and "Template Library" in the left menu.
If you have downloaded a report template, you can click on it at the top to start from the template, otherwise you can create your first report yourself and save as a template for next time.
At the top right of the report is a date field, start by selecting the period you want to report through (eg last month).
In the report template, you can now add elements for heading, text, graphs, tables, columns and images.
You can add elements in the middle of the report by hovering over a row and then clicking the plus sign on an existing item. You can also move rows/elements up and down in the report with the up/down arrows.
You can set whether an item should start on a new page in the pdf version of the report (click the cog on the item).
You can save the report as a pdf by clicking on the icon at the top right. NOTE: a pdf is generated in the background after saving so it may take a few minutes before it can be downloaded or updated.
When you are done with the report, you can click "Save and view", click in the box "Save as template" and you only need to upload the next period's data to report next time.
Publish to the board by clicking on "Invite and publish" and selecting the recipient.
Find in the report editor
Here you can edit your report (Report), preview the report (Preview), see who is participating in the report (Participants) and render and generate a PDF (PDF).
Set the date, report area and save or invite and publish the report. For example, depending on the report format you choose, different options of graphs are available. If you select Corporate group report, suggestions for graphs relevant to a group of companies will appear.
Add a new title, text, graph, table, image, column, and decision follow-up.
If you click the icon with the three dots (···), the report can be saved as a template, a copy created and removed.
Hover over different fields in the report to bring up the following options:
Set whether an item should start on a new page in the pdf version of the report (click on the cog icon), Add element, Move element down/move field up, Remove element.