Create Reports

Create a report, such as a transcript or report.

Steps:

  1. Click the app icon in the header.

  2. Click MultiReport.

  3. Click Create a Report on the "MultiReport" screen.

    Image of the action link to create a report

  4. On the "Create a Report Form" screen, select a category and select a report form.

  5. Set the required items, and click "Confirm".

  6. On the "Create a Report" screen, confirm the details and click "Create".

Report Settings

Screenshot: Items to configure for a report

Item Description
Subject Enter a title for the report.
Attendees Select users who have participated in meetings, business trips, and so on.
The report form may not be displayed.
Outside parties Enter external attendees, such as business partners and customers, in one of the following ways
The report form may not be displayed.
  • Selecting addresses from the shared address Book
    Click "Search shared Address Books" and select an address. If you do not have permission to access the shared Address Book, search shared Address book does not appear.
  • Enter directly:
    Enter the name of the attendee in the text box, and then click "Enter".
Other Items Added by the system administrator.
You can use the form editing feature or you can attach a file. For details, refer to the following page:
Working with Rich Text Formatting
Attaching Files
Visibility Select the visibility range of the report in the following
  • Public:
    Publish the report to all users who have access rights to the category of the report form you are using.
    Attendees and notification recipients can view the report regardless of whether they have access rights.
  • Private (limited to attendees and notification recipients) or Private (limited to notification recipients):
    Publish the report only to attendees and notification recipients.
Notification recipients other than attendees You can set users to be notified when a report is created, modified, or commented as a comment.
The update notifications are automatically set for authors and attendees.
Users who can edit Set users who can change or delete the report.
You can select one of the following options:
  • Creator only
  • Select additional users:
    Select users from attendees and notification recipients.
Who can change? The "Users who can change a report" field is displayed if you select "Set users who can change".
Select users from attendees and notification recipients.

Reusing a Report

Duplicate a report that has been created to create a new report.
This is useful when you want to create a report with a similar type.
The comment cannot be reused.

Steps:

  1. Click the app icon in the header.

  2. Click MultiReport.

  3. On the "MultiReport" screen, click the subject of the report.

  4. On the "Report details" screen, click "Reuse".

    Screenshot: The "Reuse" link is highlighted

  5. On the "Create a report (reuse)" screen, set the required items and click "Confirm Contents".

    For details, refer to Setting Items for Reports.

  6. On the "Create a Report" screen, confirm the details and click "Create".

Saving a Report in Draft

Save the report as draft.
Only saved users can view, change, and delete draft reports.

Steps:

  1. Click the app icon in the header.

  2. Click MultiReport.

  3. Click Create a Report on the "MultiReport" screen.

    Image of the action link to create a report

  4. On the "Create a Report Form" screen, select a category and select a report form.

  5. On the "Create a Report" screen, enter the required items and click Save as Draft.

    For details, refer to Setting Items for Reports.
    The draft report is saved in the Drafts folder.
    You can then change the draft to create a report.