Reports

The Reports section allows generating reports of overall information of a business plan.

STEP 1: Go to Administration > Reports.

STEP 2: Select the plan from the Plan drop down menu. The following table lists the specific reporting details.

Field	Description
Directorate	Select the directorate concerned from the drop down menu.
Related Plans	Select the related plan from the set of plans available.
Responsible Officer	Select the responsible officer from the set of officers available.
Strategy	Select the strategy from a set of predefined strategies.
Service	Select the appropriate service.
Action Filter	Select the filter from the drop down menu. This allows filtering the actions according to requirements.
Date From/Date To	Define the time span of the data in the report.

The report provides an overall view of the business plan. The system can generate reports at each phase of a business plan.

STEP 3: Click 'Select Report Object' to choose the business plan object details which need to be included in the report.

STEP 4: Select the items and press OK.

STEP 5: Click 'Preview Report' to generate a soft copy of the report. A new browser window opens with the report preview where the report can be printed or saved.

Last revised: September 23, 2018