Managementviews

Using the Save As function, reports in Factview can be saved with predefined settings. A report saved in this way is called a Managementview.

A Managementview is a report that:

• Is preconfigured.

• Contains specific filters and settings.

• Is ready for immediate use.

How Managementviews Work

An administrator can:

• Fully configure a report (dataset, filters, display settings, and more).

• Save it using Save As.

• Assign a name and, optionally, a description.

The Managementview then becomes available as a separate report under:

Main Menu → Open Reports → Managementviews

When opened, a Managementview is displayed in the Dashboard with a red tab, making it easy to identify.

Characteristics of a Managementview

• The report settings are predefined and saved.

• The displayed figures are always based on the most recent dataset.

• The report does not need to be configured each time it is opened.

Applications

Managementviews can be tailored to specific reporting needs, for example:

• Quarterly reports including Budget figures and variances.

• Reports filtered for specific Cost Centers.

• Custom reports for management users (view-only users).

• Standard reports that are ready to use without adjusting settings.

Permissions and Usage

View-Only Users

View-only users can:

• Open and view the Managementview.

• They cannot modify its settings.

Administrators

Administrators can:

• Edit the Managementview.

• Make changes using Analysis Mode.

Available Options

The Options menu for a Managementview provides the following functions:

• Open in Excel

• Open in Analysis Mode

• Delete the report