Reporting Estimated reading: 2 minutes Uploading Report Templates Reports on Issues, Approvals, Document Sets and Discussions can be created in BEXEL CDE through BCF Manager module using uploaded Report Templates. 1. In BCF Manager module click on the Settings button2. In the Settings window, select Reports card3. Click + button to select the option for uploading Report Templates. It is possible to add a single issue or multiple issues report templates4. In the Manage column previously uploaded templates can be deleted or downloaded by clicking Download Template or Delete Report Note Predefined templates can be downloaded from this location: Templates can be edited in Microsoft Excel and uploaded from local or online storage space. When editing in Microsoft Excel all issue data, which should be imported from Bexel CDE, should be put in {} with appropriate naming rules, as shown in the picture on the left. Creating Single Issue Report 5. Select/activate single issue from the list6. While the issue is selected click on the arrow (a) or Report (b) button. 6a – Clicking on the arrow button will open a dropdown list with uploaded report templates. Select template for single issue report and the report will be automatically created. 6b – Clicking on Report button will open window with the report templates list. Select a template for a single issue report. Click on Generate button to create the report Note Reports created in the described way are automatically saved in Downloads folder on PC in PDF file format. Creating Multiple Issues Report 7. Select several issues from the issue list in the BCF Manager module8. While issues are selected click on the arrow or Report button. Clicking on arrow button will open a dropdown list with uploaded report templates9. Select template for multiple issues report and the report will be automatically created Step-by-step process of uploading templates and creating single and multiple issues reports is shown in the video below:
