# Reports
A report is a static presentation of a set of data, i.e. a snapshot. This can be a work order, for example, or a fully customised report with raw and processed data and visualisations.
# Types
# Standard report
A standard report is a report that is generated without a template, based on the form in the job type.
# Custom report
A custom report is a report to which a tailor-made template has been assigned (not created by the template builder).
# Creating
Reports are shown as a web page in the Eye on Data platform and can be shared in various export formats outside the application (storage server, e-mail, etc.).
# Automatically
To create a report automatically, add a step of the type "Automation" and the component "Report" to your workflow.
More information about the configuration of workflows can be found here.
# Exporting in bulk (language of your choice)
You can export several reports at once and choose the language in which they are generated.
- In the Reports module, select the reports you want to export.
- Open the export action and choose the desired module/export.
- Choose the language in which the reports should be generated (e.g. NL, FR, EN).
- Confirm the export. All selected reports are generated and offered in the chosen language.
PLEASE NOTE
The language choice only appears for exports that support multilingual reports (depending on the export configuration of your organisation).
# Editing
As a user with processing rights you can edit the report.
PLEASE NOTE
Every change to a report creates a new version with a unique number.
# Editing the content
By default every property is shown as a separate element in the report, or as configured in the report configuration of the property type.
# Elements
When editing the report, elements can be added to or removed from the report.
The following types are supported:
| Setting | Description | Value |
|---|---|---|
| Text | a single-line text box | Name, street, job title, etc. |
| Text area | a multi-line text box | Descriptions, box for an open answer |
| Yes/No | a yes/no field | Agreement with a condition |
| Multiple choice | Multiple-choice list in which you can tick one or more options | exam question, male/female choice |
| Dropdown list | a dropdown list from which you select one value | Country choice |
| Date | a date field in the format YYYY-MM-DD | 2020-03-20 |
| Datetime | a date and time field in the format YYYY-MM-DD HH:mm | 2020-03-20 17:50 |
| Image | an image | |
| Scale | a scale with a minimum and maximum value |
WARNING
When editing the report you can add, update and delete comment fields, but you cannot change answers.
# Legend
A report can optionally show a legend for the various values:
| Setting | Value | Description |
|---|---|---|
| property name | value | description |
# Sharing
A report is available in HTML format by default. The report can, however, be shared outside the platform by downloading or e-mailing it in PDF format.
# Data report
A data-only export makes it possible to export the data in the following formats: Excel csv