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Reports
Contents
Chapter 1: Creating a new report template
Chapter 2: Editing report templates
Chapter 3: Creating Reports
Chapter 1: Creating a new report template
All reports in Havian Project Manager are based on templates.
Go to Setup → Report Templates to create the templates you need.
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Then click the “+” New template button
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If your company has approved company templates available for you, they will be visible in the New Template dropdown menu.
Chapter 2: Editing Report templates
Reports are built up using predefined report blocks.
They are mini templates of content - either headers, text comments, tables, charts or maps.
Build your template by dragging the available report blocks you want from the left column over to the right column.
You can change order by dragging them up and down, and if you want to remove one you just click the remove button at the bottom of the page.
As you proceed you will see how the report is building up on the right-hand side of the screen.
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When you have added the report blocks you want, you can click on each one to configure settings as shown below:
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Note: If data needs to be split up by vessel/block/production type, multiple instances of available reports blocks can be added to a single template, and be configured with different settings.
Chapter 3: Creating Reports
Go to Report and select the date. Then click the “+” button to generate a new report.
Only data up to the day selected will be used to generate the report.
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Once the report is created, you can still click through each report block and edit filters.
You can also add ad hoc comments and QC plots to the report, by dragging the items from the bottom of the ‘sections’ column.
Once you have finished with your report, use the save button on the toolbar at the top.
This makes the report read only, and also makes it available to users of Global Manager.
If the underlying data in your report changes you will be prompted to update the report using the cogwheel button on the toolbars left side.
If you prefer, you can open the report in MS Word by clicking the button to the right of the save button.
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Note: If you want changes to apply to future reports you should make your changes in the report template.
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