Reports is a feature for submitting work records based on a template. This article provides an overview of the specifications for reports, from creation to viewing.
Overview
Reports are created by selecting a template. Each template has a submission frequency set, and reports are submitted on a daily, weekly, monthly, or other basis.
Submitted reports can be viewed from "My Reports" and "Team Reports."
Specifications
Submission frequency
The following frequencies can be set for a template.
- Daily
- Weekly
- Monthly
- Custom…Any period
- Irregular…No fixed frequency. Submission rate will not be displayed
You cannot create a report using the same template for the same period
Only one report per template is allowed per period. If a report has already been submitted, edit the existing report instead of creating a new one.
Features to help you create reports
- Report Input Assistant…Allows you to enter report content in an interactive format
- Input from Image…Allows you to fill in a report from a photo of handwritten notes or similar records
- Fix typos…Corrects typos in the text you have entered
- Save draft…Allows you to save the report before submitting
- If you switch the template while creating a report, any content you have already entered will be deleted
What you can do after submitting
- Edit, Revert, and Delete
- Comment (supports mentions and reactions). Up to 10,000 characters per comment
- Like
- Save for later
- AI summarization
- Check read status
Team Reports
- You can view other members' reports from the list. The viewable range is determined by the viewing range settings
- You can compare up to 3 reports using the same template side by side
- You can export reports as CSV
- If you enable "Group by person" in User settings, reports submitted by the same person on the same day using multiple templates will be displayed together
How to use
Export team reports to CSV
https://teachme.jp/8/manuals/49954721
Compare team reports side by side
https://teachme.jp/8/manuals/49954708
View team reports from the team report list
https://teachme.jp/8/manuals/49954702
Switch the template and create a report
https://teachme.jp/8/manuals/49954626
Like a report and remove your like
https://teachme.jp/8/manuals/49954758
Comment on a report
https://teachme.jp/8/manuals/49954726
Attach files and images to a report
https://teachme.jp/8/manuals/49954638
Mention someone in a report comment
https://teachme.jp/8/manuals/49954740
Add a reaction to a report comment
https://teachme.jp/8/manuals/49954746
Check who has read a report
https://teachme.jp/8/manuals/49954779
Summarize a report with AI
https://teachme.jp/8/manuals/49954766
Save a report as a draft
https://teachme.jp/8/manuals/49954615
Create and submit a report
https://teachme.jp/8/manuals/49954608
Add a report to Read Later and remove it
https://teachme.jp/8/manuals/49954760
Edit, revert, and delete a report
https://teachme.jp/8/manuals/49954685
Fill in a report with the Report Input Assistant
https://teachme.jp/8/manuals/49954649
Check unread comments
https://teachme.jp/8/manuals/49954797
Fill in a report from a photo
https://teachme.jp/8/manuals/49954654
View your reports from your report list
https://teachme.jp/8/manuals/49954696