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Plan Reporting

There are different routes to make a standard report of your plans in the Workspace.

1. From the MindMap and Table view:

    • – Click on ‘Filter’ in the top right-hand corner of the screen.
    • – From here, you can select the information you want to include in the report. (Lens category, plans, node type, node characteristics, progress and action owner).
    • – Once you have selected the elements, click on ‘Generate report’ at the top of the section.
    • – Give the report a name and select whether you want it to contain filtered or unfiltered data.
    • – Click on ‘Generate a report’.
    • – The platform will then take you to the Report Centre, where you can view and download the report as a PDF.

    2. From the Document view:

    You can generate a standard report via the ‘Filter Report’ option located in the top middle or the ‘Generate PDF’ option in the top right. Compared to the MindMap and Table views, the Document view allows you to create a detailed filter by clicking on ‘Swift to Report Content Filter’, where you can filter by date range, OAI and additional data.

    If you want to create a linked report that shows all the links between Outcomes, from the Document view you have to follow:

    • – Activate the ‘Linked View’ option located at the top of the document banner.
    • – In the ‘Outcomes Filter’, you can select the Outcomes you wish to report for each category of the lens used.
    • – Then, in the ‘Linked Data Filter’, you can view all the OAIs of the plan. Select the OAIs you want to appear in your report. The linked report is based on Outcomes.
    • – Finally, click on ‘Generate a PDF’, name the report, and click on ‘Generate report’.

    You can reset the filter by clicking on the “Reset Filter” in the filter report section.

    In ‘My Dashboard’, you can click on ‘Report Centre’ to view a list of all the reports generated in that workspace

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