Creating daily plan report

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

Below, see a use case for the feature.

Case summary The responsible person wants to create a daily plan report for the month of September. They will do it as follows: Open a daily plan report Select the parameters and create the report

1. Open a daily plan report

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

2. Select the parameters and create the report

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

In our case, they select:

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

Then, they select the 4LO-Daily Report and click on button  (Print).

A new window opens with the report.