Report data - Filters and sorting

Filters and sorting

Updated filters

• Module tabs
  Each module (framework such as ESRS, GRI, etc.) in your setup has one tab. Custom measures are found in the last tab. Your choice of tab impacts the filters below.
• Show registrations: All / Assigned (controllers only). This filter
  • Is only visible to controllers and org unit controllers. Defaults to “All.” Other user roles can only see registrations assigned to them.
  • Affects the filters below.
  • Was previously part of the Status filter and called “All {active year}” and “All mine {active year}.”
• Measures filter
  • Measures are ordered A to Z.
  • Supports search for measure names.
  • New: Measures with no registrations do not appear as options.
• Period filter (including Reference period) 
  • New: The reference period is now included in the Period filter.
• Org unit filter
  • Lists your organizational structure.
  • Supports search for org unit names.
• Users filter
  • Supports search for user names including Collaborators and Responsible reporters
  • Replaces the "Responsibles" filter, limited to users with the role Responsible reporter.
• Other
  • “Suggestions” filters registrations with data points that have AI suggestions from AutoReporting. Previously part of the Status filter.

Search bar

• Supports free-text search for measure, org unit, and responsible.

Overview of active filters

• All active filter options appear below the filters. To remove a filter, click it.

Progress overview and Status filter
Shows filtered registrations by status:

1. Not started No user has yet made any updates to the registration.
2. In progress A user has made at least one update to the registration.
3. Ready to confirm A user has made at least one update to the registration, and there are no mandatory fields left to fill in.
4. Confirmed A user with access rights, normally the reporter responsible for this registration, has clicked Confirm.

To filter the list of registrations, click a status button.

Reporting progress per status

• The progress overview replaces the previous Status filter and the "Todo/In progress", and "Current/Confirmed" filters.
• The “Suggestions” status is now found in the filter "Other".

Links to specific registrations

When you are linked to specific registrations, an information message appears. Click “Clear selection” to show all registrations again. (Replaces the previous Status filter option “Selected.”)

Info message shown when linking to specific registrations.

List of registrations

Number of hits, Paginations and Sorting option.