This is the function to generate the reports online. The report function has following benefits:

• It can generate a report anywhere and anytime with Internet access.

• It generates simple and complex reports quickly and simply over the web.

• It is easier to check the content and details than e-mail or verbal reports.

• The user can easily recognize that a report is due periodically.

• The report change history can be checked.

• The report can be shared with other users, and information transparency is assured.

• Using the report template, the consistent reports can be generated using the report template and even the novice users can quickly generate the reports.

When you select the report menu, following home page is displayed

9.1Report Form

To report, a report form must be generated first. Report Document is the area containing the same type of reports. Ex.)Weekly status report, Quarterly performance report, License details report, etc

There are two types of reports according to the nature.

Regular Report Form

A report is generated daily, weekly, monthly, etc. The regular report is automatically generated with the given interval, and the number is incremented each time it is generated.

(ex.) Weekly status report, Monthly status report, etc.

Ad-hoc Report Form

A report is reported as needed without a specific interval or date.

(ex.) Delay status report, License usage details report, etc.

Adding Report Form

Anyone can add a report form

1. Click Add report form in the left sidebar. If there are multiple reports, Add report form may appear at the bottom of the screen. Scroll the screen down if needed.

2. Check the Position in the Add report form screen. Your department is displayed, and the report formis generated in the department. If you are affiliated with multiple departments, you must always check the position before creating a report form.

3. Enter the Title in 2 characters or more and 100 characters or less. It is the mandatory input.

   Since the title is displayed in the left sidebar, it should easily identify the report.

4. Enter the Description of the report form. It should be descriptive enough for other users to know the nature of the report form. The Description is an optional item. Up to 300 characters are allowed for the description.

5. Set the open option of the generated report form.

   • Open - All members of the department can read the generated reports.

   • Private -If a report form is set to Private, the option for opening to other reporters can be selected.

     - Open among the reporters – A reporter can read all reports of a report form.

     - Not open among the reporters – A reporter can read only the reports generated by the reporter.

6. Specify the Reporter. A reporter is selected from the members of the department. You can select a reporter by Clicking Direct specification and select the reporter from the Organization Tree also.

7. Specify the cc. The person listed in cc has the privilege to read the report regardless of the open option.

8. The creator of a report is designated as the Operator by default. The operator can be changed as needed. An operator has the privilege to manage the report and to check or delete the report regardless of the open option.

9. Select the report Type. A report type can be a Regular report or Ad-hoc report.

   It should be noted that a report type cannot be changed after a report is created.

10. Select if a report template will be used.

    Click Use if a report template is to be used and create the template. In the Edit template screen, you can click Retrieve another template to use the template created by another department or administrator.

11. Click OK after the setting is completed.

Editing Report Form

You can specify the operator and cc when you create a report form and set the open option. The setting of a report form can be modified in the following way:

1. Click the Settings icon () of the report form to be edited in the left sidebar.

2. The information is edited in the Edit report screen.

   The Position and Type are set when the report form is created and cannot be edited.

3. Click OK after the editing is completed..

Managing Report Form

In the Manage report form for screen, you can change the order of report form display add a separation line between the report forms to group the report forms. Moreover, you can delete unneeded report forms, terminate the active report forms or transfer the report forms to another department.

Click the Management icon () next to the department name to move to the Manage report form screen.

Changing Order of Report Forms

When there are multiple report forms, the order of display can be changed according to the nature or name

1. Click the Settings icon () of the report form to be edited in the left sidebar.

2. Click Order change at the top of report form list.

3. Place the mouse over the name of the report form to change the order. The mouse cursor is changed to an Arrow icon ().

4. When the mouse cursor is changed to an Arrow icon (), drag the report form to a new position.

5. Click Complete order change.

Adding Separation Line

When there are too many report forms, a separation line can be added to group the similar type of report forms

1. Click the Management icon () of the report form to be edited in the left sidebar.

2. Click Add separation line at the top of report form list.

3. When a separation line is added, click Edit to change the name of the separation line and click Order change to position it appropriately

Terminating Report Form

If a report form is no longer needed due to the project termination, organization change, etc., a report form can be terminated. When a report form is terminated, it is removed from the left sidebar. In the case of regular report forms, no report numbers are generated

1. Click the Management icon () of the report form to be edited in the left sidebar.

2. Select a report form to terminate in the report form list and click Terminate.

3. Click OK in the confirmation dialog box.

When a report form is terminated, Terminated report is generated in the left sidebar. Even when a report form is terminated, the existing reports can be checked in the Terminated report.

Deleting Report Form

Terminated report forms or report forms no longer used can be deleted

A report form can be deleted in the following way

1. Click the Management icon () of the report form to be edited in the left sidebar.

2. Select a report form to delete in the report form list and click Delete at the top of the list

3. Click OK in the confirmation dialog box..

The report forms in the Terminated report form can also be deleted in the following way

1. Click Terminated report form in the left sidebar.

2. Select a report form to delete in the report form list and click Delete at the top of the list

3. Click OK in the confirmation dialog box.

Transferring Report Form

A created report form can be transferred to another department. The reporter, cc, and operator data are maintained even after the transfer

1. Click the Management icon () of the report form to be edited in the left sidebar.

   Select a report form to transfer and click Report transfer at the top of the list

2. Click the department to move to in the Organization Tree.

3. Click OK in the confirmation dialog box.

Changing Report Form Status

A terminated report form can be changed back to a normal status. The head or deputy head of the department can change the report form status

1. Click Terminated report form in the left sidebar.

2. Select a report form to change the status to normal.

3. Click Change to normal status at the top of the list

4. Click OK in the confirmation dialog box. The report is displayed in the left sidebar again

My Favorites

The frequently accessed report forms can be designated as My Favorites. Since the report forms in My Favorite are displayed at the top of the left side bar, they can be quickly accessed without having to scrolling up or down when there are many report forms

A report form can be added to My Favorites in the following way:

1. Click a report form to be added to My Favorites.

2. Click the My Favorite icon () next to the name of the report form.The My Favorites icon is changed to yellow.

3. Confirm that the selected report form is added to My Favorites at the top of the left sidebar

Changing Order of My Favorites

The order of report forms in My Favorites can be changed in the following way

1. Click the Edit icon () next to the My Favorites.

2. Change the order of report forms with drag & drop.

3. Click the Confirmation icon () after the change is completed..

9.2Regular Report

A regular report form is the report form that must be generated periodically (daily, weekly, monthly, etc.). 
(ex.) Weekly status report, Monthly status report, Quarterly status report,etc.

When a report form type is set to a regular report form when it is created, a new report is automatically generated at a given interval. Moreover, the report home page shows the due reports so that the user is aware than the reports need to be generated regularly

Checking Report

The reports in a regular report form can be checked in the following way

1. Click a report form in the left sidebar.

2. Click the edition of the report form to be checked.

3. Click the name of the reporter to display the following report screen at the bottom.

Reporting

There are two ways to generate a regular report form.

• Navigating from the Report form home to the Create report screen

• Navigating from Regular report form to the Create report screen

Navigating from Report Form Home to Create Report Screen

hen you select the Report form menu, the Report form home page is displayed and the due reports are displayed at the top of the page. Click Report to move to the Create report screen

Navigating from Regular Report Form to Create Report Screen

Click a regular report form to display its editions. Check the editions and click Report to move to the Create report screen.

Editing Report

An existing report can be modified in the following way:

1. Click a report form in the left sidebar.

2. Click the edition of a report form to be edited.

3. Click your name to display the report details screen at the bottom.

4. Click Edit in the right hand side of the reporter name in the report details screen.

5. Click Register after making the changes.

Checking Change History

For a regular report form, members in the same department or group having the same objective are generally assigned as the reporters. Since there are multiple users to contribute to an edition, this function provides the means to check the change history.

1. Click a report form in the left sidebar.

2. Click the edition of a report form to be checked of change history.

3. Click Change history next to comment.

   The change history of report form generation, editing, delete, reporter change, etc. is displayed in the chronological order.

Deleting Report

A generated report is deleted. When you delete a report, you are marked as the non-reporter of the edition.

1. Click a report form in the left sidebar.

2. Click the edition of a report form to be deleted.

3. Click your name to display the report details screen at the bottom.

4. Click Delete in the right hand side of the reporter name in the report details screen.

Printing Report

A report form can be printed to be delivered to another department or organization or to be used in a meeting, etc

1. Click a report form in the left sidebar.

2. Click the edition of a report form to be deleted.

3. Click your name to display the report details screen at the bottom.

4. Click Print in the right hand side of the reporter name in the report details screen.

   To print only the current report, select Only current report. To print all reports in the report form, click All reports.

5. The print preview screen is displayed in a popup window. Click Print in the popup window.

Excluding Reporter

A user who cannot make a report to an edition for the reason of vacation, education, etc. can be excluded from the reporter list.

1. Click a report form in the left sidebar.

2. Click the edition of a report form.

3. Click Exclude a reporter at the top of the screen. The non-reporter list is displayed.

4. Select a reporter to be excluded in the non-reporter list.

5. Click OK

   The excluded reporter is displayed at the top of the screen, and the excluded reporter cannot report for the edition

9.3Ad-hoc Report

An ad-hoc report is generated when an event occurs without the specific date or interval. 
(ex.) Support progress report, License usage details report, etc

Checking Report

An ad-hoc report can be checked in the following way:

1. Click a report form in the left sidebar.

2. Click the title of the report to check to navigate to the report details screen.

Reporting

A user designated as the report can make the report at any time

1. Click a report form in the left sidebar.

2. Click Report at the top of the report list to move to the Create report screen.

3. Enter the Title in 2 characters or more and 100 characters or less.

4. If there is a file to be attached, click Attach file and select a file.

5. Click Register after the report is created.

Editing Report

A created report can be edited in the following way:

1. Click a report form in the left sidebar.

2. Click the title of a report to edit in the report list.

3. Click Edit at the top of the title in the report details screen.

4. Edit the report content and click Register

Deleting Report

This function deletes a created report.

1. Click a report form in the left sidebar.

2. Click the title of the report to be deleted in the report list.

3. Click Delete at the top of the title in the report details screen to delete the report immediately.

Printing Report

A report form can be printed to be delivered to another department or organization or to be used in a meeting, etc.

1. Click a report form in the left sidebar.

2. Click the title of a report to print in the report list.

3. Click Print at the top of the tile in the report details screen.

4. The print preview screen is displayed in a popup window. Click Print in the popup window

9.4View Sub-department

The head and deputy head of the department with a lower level department can query the reports of the lower level department. When you log in as a head or deputy head of the department, you will see the View Sub-department in the left sidebar in the report form menu.

1. Click View Sub-department in the left side of the report form menu.

2. The list of report forms in normal status is displayed in the main screen.

   Click Terminate next to Normal at the top of the main screen to check the terminated report forms

9.5Report Search

A search is divided by the basic search using only the search word in the search window at the top of the report form and detailed search which uses multiple conditions and search words

Enter the keyword in the search window to search for a report form. The input search word is displayed in bold in the search result.

Basic Search

If the search word is found in the report title, content, attached file name, or comment, the report is displayed in the search result. The basic search is beneficial in that you do not have to specify the detailed search condition.

You can use the basic search in the following way:

1. Enter the search word in the search window at the upper right corner of the Board.

   A search word must be 2 characters or more and 64 characters or less.

2. Click the Search icon ().

Detailed Search

You can search reports using the detailed search conditions such as the position, content, comment, attached file name, reporter, period, etc, The detailed search is described as follows:

1. Click the Arrow () next to the basic search window.

2. Enter and specify each item in the detailed search popup window.

3. Click Search..

9.6Report Template

A report template is a report format created by the report form operator or site administrator in advance. Using the report template has following benefits

• It can prevent information omission when a report is created.

• A user does not have to repeat the work related to formatting.

• A report can easily familiarize with how to create a report form.

• The functions (input window, checkbox, etc.) not provided by the editor can be added.

A report template can be divided into two types according to the nature

Departmental Report Form Template

It is a template created when a report form was created. The report form title is the template title, and the report form operator, Manager and Moderator can edit and delete it.

Company-wide Template

It is a template created by the site administrator to allow the whole organization can use it. It is managed by the site administrator.

Creating Template

This section describes how to create a departmental report form template.

A template is set when a report form is added. It is set in the following way

1. Click Add report in the left sidebar.

2. Select Report template to Use in the Add report form screen.

3. Click +Template edition. Template editor is displayed.

4. Select an input element in the template editor. When an input element is selected, it is converted to code and inserted into the editor.

   For example, when a memo is selected, {{textarea}} is inserted into the editor. In the Create report screen, it is shown as a multiple line text window. Preview the screen to make sure that the template is what you needed.

   The input elements are described as follows:

   1. General

      1. Text– It is a window for single line text.

      2. Memo – It is a window for multiple line text.

      3. Editor – It is a tool to input the text or set the format. A report cannot input the text unless an editor is inserted. This element is mandatory to text input.

      4. Single selection –It is a button to select one out of multiple items.

      5. Multiple selection – It is a button to select one or more out of multiple items.

      6. Date – it is a window to specify a date. When the date window is clicked, a calendar is displayed.

      7. Period – Two date windows, one for start date and one for stop date, are displayed.

      8. Time – The user can select the hour and minute.

   2. System

      1. Name and title –It automatically displays the name and title of the reporter.

      2. Name – It automatically inserts the name of the reporter.

      3. Title – It automatically inserts the title of the reporter.

      4. Employee number – It automatically inserts the employee number of the reporter.

      5. Department – It automatically displays the department of the reporter.

      6. Today – It automatically inserts the date of the report form generation.

5. Click Save at the top of the screen when the setting is completed.

Retrieving another Template

You can use the template created by another department or the company-wide template.

1. Click Add report in the left sidebar.

2. Select Report template to Use in the Add report form screen.

3. Click +Template edition. Template editor is displayed.

4. Click Retrieve another template at the top of the template editor screen.

5. Select Departmental report form or Company-wide template in the Retrieve template screen. The departmental report form is selected by default.

   A departmental report form is the template created by another department for generating a report form while a + company-wide template is a template created by the site administrator in advance.

   You can search for a template by entering a search word in the search window at the bottom of the screen if needed.

6. Click Select of the template to be retrieved from the template list.

7. The selected template is displayed in the template editor. Make the changes to suit the departmental environment or the purpose of report form.

8. When the editing is completed, click Save at the top of the screen.

Previewing Template

This function checks how the template is displayed on the screen.

1. Click Add report in the left sidebar.

2. Select Report template to Use in the Add report form screen.

3. Click +Template edition. Template editor is displayed.

4. Set the template and click Save.

5. Click Preview next to Use of Report template in the Add report form screen.