Create your custom report
You can create your custom report independently, whatever your role.
Click on "Create a report", then choose "Custom report".
Report settings :
a. Give your report a title.
b. Select the year of the report.
c. For a targeted report, add a scope filter on the relevant entity.
Template selection :
Option 1 (Blank) : Select a blank template (Custom Report).
Option 2 (Template) : Select an existing template.
Define the Timeframe :
Select the number of completed years and the number of trend years that will appear in the tables (the default is one completed year and 0 trend years).
Generate your custom report.
Edit your custom report
Once created, your report opens in edit mode ("Draft").
The table of contents on the left is clickable and allows navigation through the content.
You start with a section to customize: click in the top right on "Edit the section".
Text editor
By editing the section, you access the editor. You have full freedom for formatting and content :
Freely modify text, headings and tables.
Insert links, apply bold, italic, change alignment.
Use the "Previous" button as in your favorite text editor.
Insert data
The "Insert" button gives you access to Reflect data or external content:
Table over X years (Explorer) : From the data explorer, insert data from Reflect.
One dimension is locked to create data per year:
Table over X years (Empty) : This table is blank and does not use data from Reflect. It's up to you to edit this table.
KPIs (Explorer) : From the data explorer, insert data from Reflect. No dimension is locked :
Bar chart (Explorer) : A barchart as an image from the explorer.
Pie chart (Explorer) : A pie chart as an image from the explorer.
Attachments : Insert documents as attachments in a section allowing readers to download them.
Images : Insert images. (e.g.: logo)
Data info (right margin)
Each table or chart inserted in your section includes some information in the right margin:
Last update date of the data in your report.
Question mark : Definition of the measure used.
Button Data quality
Data completeness: Access to the normalization page that impacts the calculation of your tables.
Data mapping: Allows refining the displayed values.
Data explorer via
:
This lets you access the data explorer to view the exact query that allowed you to generate this table.
This lets you read and understand the data in detail by clicking on your numbers.
Update the data of your custom report:
OPTION 1The
"Update section"button allows you to refresh ALL the tables in this section for all the cells colored in blue.Indeed, these are the ones that contain Reflect data.
If a cell is modified, it becomes orange ("altered data"): the link to Reflect is kept, but the modified value is visible.
When you update the data of a table you choose to update only the blue cells or both the blue cells and the orange cells.
OPTION 2The
"Update"button refreshes the data of ONLY ONE table/chart.
Edit/ Delete/ Reorder your sections
Click on the three dots at the top right:
Share your custom report
You need to share your work with the CODIR, the Finance Team or the Managers:
1. Click the "Share" button
2. Choose the email and the role (Reader or Editor) for each user.
3. Confirm the access.
đĄ Only Admins and Editors have access to the Draft version of your custom report. Readers only have access to the Published version.
Publish your custom report
As long as your report is not published, it remains in "Draft" mode.
Once you click on "Publish", a Published version is created.
An email is sent to all people who have access to it (Admins, Editors and Readers).
You can continue to edit your report in the Draft version.
Each new publication overwrites the previous Published version with the current Draft version.