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Creating Daily Plan Report

 

The Daily Plan Report form allows you to generate different reports from the Daily Plan form, according to the parameters chosen on the form.

Below, see a use case for the feature.

Case summary

The person responsible wants to create a daily plan report for the month of September. The person responsible will do it as follows:

  1. Open a Daily Plan Report
  2. Select the parameters and create the report

1. Open a Daily Plan Report

The person responsible clicks the  (Reports) button on the daily plan form, to open the report form.

2. Select the parameters and create the report

The daily plan report panel opens, and the person responsible sets the criteria.

In this case, the person responsible selects:

  • Date From: the time period (September),
  • Document type: HDP0 - Daily Plan
  • Item types: all check

Then, the person responsible selects the 4LO-Daily Report, and clicks the  (Print) button.

A new window opens with the report.

 

 

 

Related topics:

  Daily Plan

  Daily Plan Report

  Daily Plan

 

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