Reports Page

Last updated: 2025-05-21
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Reports

You can find the Reports page in the main menu on the right. Here you have access to various views of the information in the system. 

  1. Activity Plans
  2. Records Overview
  3. Generated Reports Overview
  4. Issued or Assign Items Overview
  5. Requests and Reports (Tickets) Overview

The display of these tools depends on the settings of your role. For example, in the Planned Activities overview, you will not see activities from records that you do not have access to (If you are an HR specialist and do not have access to asset records, you will not see its activities either).

Report page in Aptien

1. Přehled plánovaných aktivit

V záložce Plánované aktivity vidíte přehled všech vašich plánovaných aktivit, které máte ve své roli nastavené. Můžete aktivity potvrzovat, filtrovat v nich nebo pouze sledovat důležité termíny. V této záložce vidíte všechny aktivity, ke kterým máte přístup. Nemusíte tedy za tyto aktivity být zodpovědní. 

activity planning report

2. Overview of Minutes

In the Minutes tab, you have access to all minutes in Aptien that are not marked as "Private". You can filter or export these minutes to Excel. 

3. Přehled vygenerovaných reportů

V této záložce vidíte všechny reporty, které jste si jako uživatel vygenerovali. Blok si můžete promazat nebo si vygenerované reporty opakovaně stáhnout. 

generated reports overview

4. Overview in the Issued Tab

In this tab, you can see an overview of all issued and assigned items in Aptien. This includes the issuing of item types (such as protective equipment like gloves) or specific items (such as a computer, printer, etc.). Assigned items can also include equipment assigned to a location (building, room, workplace, car).

5. Overview of Requests and Reports (Tickets)

In this tab, you will find all requests and processes that take place in Aptien in this way. You can filter the number of requests in a certain period or check the number of closed tasks by a specific resolver. On this page, you will also find out the total number of requests and reports in Aptien. 

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