You can generate custom reports for action plans using the custom exporters in Buk. This way you can choose the fields you need and download the information in an Excel file.

Step by step

1. Log in to Buk with a profile that has access permissions for Exporters.
2. Go to the side menu and click "Reporting".
3. Select "Exporters".
4. Click the "Create Report" button.
5. Search for and select "Organizational Development" and then "Action Plan".
6. Click "Select data" and choose the parameters you want to include in the report.
7. (Optional) Group and filter the data according to your needs.
8. Click "Save report" to store it or "Download" to get the Excel file.
9. If you saved the report, you'll find it in the generated reports table, where you can also download it or schedule its automatic delivery (daily, weekly, or monthly).
10. If you schedule the delivery, select the time, the subject, and the email description.
11. Download the Excel file or check your email according to the schedule.

Considerations or Limitations

• Only users with access permissions to "Exporters" can generate and download custom reports.
• You can choose only the fields that are relevant to your analysis.

🤖 This article was translated using artificial intelligence. View original article.