Reports in the Editor

Overview of reports in the editor

In the Editor, you will find an overview of all reports under reports. There, you can search for reports or use the filter options to restrict the report view.

Reports filtern

Customize columns

In the main view you can use the button at the bottom left to customize the columns to add or remove more information.

Customize columns

Report ID

A report always has a unique ID, in the editor you can find it in the overview table. If the column is not displayed, you can use customize columns to add the ID column.

Report ID

Sorting

In the column headers you can sort. With a click on the heading of a column an arrow appears, which shows the sorting order (ascending or descending). With another click you reverse the sort order. Clicking again reverses the sort order.

Sorting

Page overview

At the bottom right you will find a display of how many reports were found with your selection criteria and on how many pages the results spanned. Here you can quickly jump between pages.

Page overview

Open reports

You can open a report by clicking on the row of the report in the overview. Alternatively, you can use the action to click on the three dots and then go to Details.

Archive reports

Click on the three dots in a report via the action and then on archive. Only reports that have not been started and completed can be archived in the Editor.

Archive reports

Reports in the Assistant

Overview table of reports in the Assistant

In the Assistant, you will also find an overview of all reports under reports. There, you can search for reports or use the filter options to restrict the report view. It is not possible to archive reports in the Assistant.

Automatic report creation

If automatic report creation is activated in the meta information of a document, a report is automatically created when a document is started in the Assistant.

Creating a report manually

You can recognize a document for which a report is not automatically created by

  • Missing report ID next to the document title or in the meta information. Instead, there stands no report.

  • The finalize option at the end of a document is not available.

Create a report manually

If the option create report automatically is disabled in the document, you can still create a report manually. To do this, go to the settings menu in the upper right corner and select create report. You will immediately get a report ID next to the document title and a report will be created.


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