Reports-section shows you all reports you have access to, and you can open them for review. You can find the section in the page navigation under Reports.
What does the Reports section contain?
The Reports-section contains a notice of the supported report types and the All reports list. The All reports list shows the following information for each report:
Information | What it tells |
Favourite | Whether the report is marked as a favourite. Favourite reports appear at the beginning of the All reports list. |
Type | Report type (e.g. list report, graphical report or analysis report). |
Class | Business area to which the report belongs, for example Financial details, Sales or Time & Expenses. |
Phase name | Report name. By clicking the name, you open the report. |
Upgraded | When the report was last modified. |
Ownership and owner | Who the report belongs to: you, your organization (shared report) or Severa (Severa completed report). |
All reports list is ordered by default so that favourites come first and other reports by class and name. At the top of the list you can see the amount of found reports, for example "12 reports found".
In Severa Beta Reports section only list reports are currently supported. Other report types are still available in Severa Classic.
How do I open a report?
You can open a report from the All reports list in the Reports-section.
Select Reports from the page navigation
Find the report in the All reports list
Open the report by clicking its name
The report opens on its own page. At the top of the report page, you can see the report name, class and owner, for example Owned by: Severa. If the report has several views, you can change the view from the tabs at the top of the report. You can go back to the list by clicking To all reports.
How do I export a report to Excel or a CSV file?
You can export the data of a report opened in Severa Beta to an Excel or CSV file using the buttons above the report table.
Open the report from the All reports list in the Reports-section
Select the view whose data you want to export
Click Export Excel file or Export CSV in the upper right corner of the report table
Severa uploads the file to your computer. The file name is the same as the report name, and the file contains the columns of the selected view.
Keywords: beta, reports, all reports, list report, opening a report, Excel export, CSV export
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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