Evaluations
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      3. Evaluations

      Open and edit report

      Reports can be opened, edited and saved in the portal by users in order to analyze and compare data.

      Open a report

      If you have already created an evaluation, you can open it as follows:

      1. Log in to the portal and click first on Evaluations in the main menu on the left and then on Reports.


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      2. A list of all reports created so far opens, with the number displayed just above the list.

      3. Click on the report you want to open and the detail view for the report will open, which looks something like this:

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        In this view you can see all the essential details of the respective report.

      Edit a report

      To edit a report, we need to open it in the detail view – as described in the chapter before. Once you have reached this view, proceed as follows:

      In order to see changes to your report also in the preview, please refresh the preview via the refresh icon in the upper right corner above the report preview:

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      Edit information and content of the report

      In both the Information and Report Content sections, simply click on the pencil in the upper right corner of each section.

       

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      The editing view will then open in which you can make all the desired changes – please don't forget to click on Save afterwards!

      Edit filters and report preview

      To edit the filters set for the report, simply change the settings in the filter bar above the report preview. You can save the set filters to the report, so that these criteria are permanently linked to your report. To do this, simply click the disk icon in the upper right corner of the report preview:

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      If you want to have a specific or very specific checkpoint explicitly in a report, then select the filter Master data, there you select in detail which area and below it which checkpoint you want to have recorded in the report.


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      Then don't forget to click on the right-hand side of the line. You will now receive a report that explicitly contains only the checkpoints you have selected.