Knowledge Center


Knowledge Center Reporting

How to create a custom report?

05/07/2017 | greenmatch AG | based on greenmatch release 1.57

The GM Reporting feature allows you to generate customised reports tailored to your needs. This is done by the following steps:

  1. Go to the Top Navigation GM "Reporting" and click on "Add".

Reporting

  1. Enter a name for the report, select the project and the project version for which you want to create the report.

name

  1. Click on the section "Documents" on "Add" to create a report for the selected project

documents

  1. Now you are able to compile the report from the different sections of GM Valuation in a modular way.
  • Click on the plus symbol to add a new section and select the desired section from the drop-down.
  • Alternatively, you can automatically add all available sections by clicking "Add All".

different sections

  1. In both versions, you can remove desired Sections (Minus-Button) or temporarily hide them ("Hide").

sections

  1. With the button "Width", you can individually determine the width of a GM Valuation section. For example, if you select a width of 6 for two consecutive entries, the two sections are displayed side by side.

width

  1. Click on the "save" button to return to the project. You can see an overview of all created projects (you can create as many documents per project as you like). The documents can be edited here any time.

save

  1. To take a look at the report just click on the link. In addition, you have the option to print the report.

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