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Using data sheets

Data sheets are vorlage brief Text templates specially designed to summarise all the important data for a record. They are available for many types of records: Adresse Accounts and Ansprechpartner Contact persons, VA Events and Vorgaenge Event segments, artikel Items and personal Staff, projekt Projects and Prozess Workflows. Data sheets are also used in WebApps such as the time clocking WebApp, the Conference/Logistics WebApp or the Production WebApp.

Information on a record from different sources can also be formatted for diagrams or statistics, for example for use in a home page data sheet (dashboard) or for a presentation. Depending on the context, further options are available: ingredients can be calculated to the required quantity in recipe data sheetsM, or the data can be limited to a specific month in work time data sheetsM.

  • Open a datasheet for a record

    Only suitable data sheets are offered for selection, i.e. account data sheets in accounts, segment data sheets in segments etc.

    1. Click on Datenblatt Data sheet in the side navigation.
    2. If no standard template has been set, an empty datasheet will open. Open the drop-down menu by clicking on Datenblatt <Select datasheet> .
    3. Select a datasheet from the list of available templates.
  • Set a standard datasheet template

    If you use one specific datasheet more than any others, mark it as standard datasheet which will open directly.

    1. Click on the dropdown triangle next to the name of the datasheet.
    2. Select star Save as standard to set this datasheet as default (user setting).
    3. Select betrieb Save as corporate standard to set the same standard for colleagues as well (only with administrative rights).
    4. For standard templates, click on refresh Refresh to refresh the data.
  • Edit the datasheet

    Datasheets can be edited and saved in Accounts, Events, Items and Projects if you are authorised to do so.

    1. Open the datasheet by clicking on the edit Edit and save to directory.
    2. Edit formats or contents of the datasheet according to your permissions. Even read-only documents allow for highlighting text passages by applying a Textmarker gelb Background colour.
  • Save the datasheet (with changes) in the record-specific directory

    Datasheets are saved including the date and time in the record-specific directory. Refer to the Change log to check when, how and by whom the datasheet was edited.

    1. Speichern Save your input by clicking on the icon in the top left-hand corner of the input window.
    2. If a folder structure or filing location has been set up during configuration, the datasheet is automatically saved in the correct folder of the directory. (Setting up default folders in record-specific directories)
    3. If no specifications have been made, create your own folder structure by clicking on neu New > Ordner Bestellung Folder. (Using directories)
  • Export or print the data sheet

    The data sheet can also be saved externally.

    1. Above the (unedited) data sheet, click on print Print or export festplatte Save to hard drive.
    2. The same functions can be found in the toolbar of the open text document (data sheet).
  • Send the datasheet as an email attachment

    Click on E Mail Send datasheet as PDF attachment . A new email will open to which the datasheet has already been automatically added as an Anhang Attachment.