Create reports

You can create new reports by following the path: Reports > Report creation. Here you can create reports for your own use or share them with others.

Permissions

Your permissions affect what data you can view, what kind of reports you can create, and what you can do with the report data.

Reporting topics and levels

Severa reporting consists of several topics and their sub-levels:

• Main level: Defines the report topic.
• Sub-levels (in some cases): Select a more specific topic.
• Report template: Choose a ready-made template that you can use as is or modify to suit your needs.

Creating a report

1. Open the side navigation Reports > Report creation.
2. Select the main level. Options include: Financials, Sales, Hours & Expenses, Resourcing, Projects, Activities, Customers, or Administration (activity history reporting is available only in Severa Enterprise version).
3. Select a more specific topic. For example, when examining Financials , choose Company level, Invoicing, Fees, or Employees.
4. Select a report template. Use predefined templates, such as User analysis, found under the Financials > Employees section.
5. Define Filters and values. The most commonly selected filters can be kept as is or modified as needed. Values determine the report columns.
6. You can view the report more broadly and hide the sidebar by clicking the arrow icon found in the sidebar.

Saving and sharing a report

When you have created a report, it is recommended to save the report for later review. Save the report by clicking the Save as button. You can save reports as personal or shared, depending on your permissions. Note that the sharing setting cannot be changed later.

You can mark the report as a favorite using the star button. You can easily find all your favorite reports in the top navigation Favorite reports section. Saved reports can be viewed in Reports > Report gallery.

Downloading a report

Download the report from Severa using the buttons in the top right corner in Excel or CSV format. Please note that not all reports are downloadable.

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