Tell me about Reports – Help Center | Teachme Communication

Report is a feature for submitting records of work based on a template. This article summarizes the specifications for creating and viewing reports.

Overview

Reports are created by selecting a template. Templates have 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…Has no fixed frequency. Submission rate will not be displayed

Any number of reports can be submitted on the same day

Reports using a template can be submitted any number of times on the same day by the same person, regardless of the frequency.
Even for weekly or monthly templates, any number of reports can be submitted within the same week or same month.
If a "Field to distinguish reports in the list" is selected in the template, the value of that field will be displayed in the My Reports and Team Reports lists, making it easier to distinguish between reports submitted on the same day.

Features to assist with creation

Report Input Assistant…Allows you to enter report content in a conversational format
Input from Image…Allows you to input a report from a photo of handwritten notes or similar
Fix typos…Fixes typos in the text you have entered
Save draft…Allows you to save 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 Summarize
Check read status

Team Reports

You can view other members' reports from the list. The range of reports you can view is determined by the viewing range settings
You can compare up to 3 reports from the same template side by side
You can export to CSV
If you enable "Group by person" in the User settings, reports submitted by the same person on the same day using multiple templates will be displayed together
In the report details opened from the list, you can navigate to the previous or next report using "Previous report" and "Next report," maintaining the current filter and sort order of the list