Custom report templates

Your quality processes don't stop when you fill in the data in your quality management system. On the contrary, data is only the starting point. With it, comes the desire for analytics and reporting.

Within AlisQI, manufacturers can learn from their data, gain valuable insights, and focus on improvement. Reporting is made easy – design your own templates, align these with your corporate identity and save time by allowing the smart system to quickly populate them with results in your data sets.

In this article

Creating custom report templates

The Reporting drop-down menu on the top right of each results overview, allows you to access statistics, create graphs and create reports. However, to create a template that you can always reuse, choose the analysis set that you wish to turn into a template and click on More » Reporting templates.

Here, you can upload new templates and access already existing ones. Remember, all templates are Word files. This means you can open the templates in Word, customize them and create the layout you need.

Variables

In your template, you can refer to values from your AlisQI analysis set by means of variables. Variables represent individual values from AlisQI results. You can think of them as a stand-in that will be replaced by actual values when the report is generated.

Tip: just click on a field name to automatically copy it to your clipboard.

The screenshot above shows a subset of all the variables that you can use in your templates.

Below you see an impression of the Word document, with the variables that act as placeholder that will be replaced with values for a specific incident.

Once you’ve included all the variables you need and are done customizing your template in Word, save this to your hard drive (as a docx file) and go back to AlisQI. Click on New template to upload the template you just created.

Now click on any result in the analysis set and open in an overview.

Open Reporting templates and click on the template you just uploaded to get the template filled with the result selected automatically. 

You will be presented with a Word file that contains all data from your result, in the layout of your template.

Editing in Word client

After the initial upload, it’s possible to edit directly in Word. Simply click on the pencil symbol behind an existing template and do your modifications in Word.

Whenever you hit "Save" in Word, the changes will be sent to AlisQI automatically.
There is no need to manually upload Word files to AlisQI.

Adding images

Images attached to your result can be added to the reports. This can be done in multiple ways.

Per image

To add individual image attachments you can use two notations.

1. Use the counter, images are sorted by their upload order

${imageAttachment1}

2. Use the filename (without the extension)

${image-filename}

Example: ${image-deviation} for deviation.jpeg

All images

You can add all image attachments by adding the ${imageAttachments} variable. All images will be added at the location of this variable.

${imageAttachments}

Image resizing

Image attachments can be resized using the following syntax:

${ImageAttachment1:[width]x[height]}

or

${search-image-pattern:[width]:[height]:[ratio]}

Where:

  • at [width] and [height] numbers can be used, which by default Word will see as pixels (?). Also units, when supported by Word, can be added to these numbers: cm, mm, in, pt, pc, px, %, em, ex
  • at [ratio] false or f can be used to turn off the aspect ratio of the image. By default, the aspect ratio is maintained

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Adding CAPA actions

Imagine you want to create an 8D report, with all the information about a problem including the containment, corrective and preventive actions. Well, you're at the right place!

For QESH forms you can add related CAPA actions by adding a table to your docx template file. This table should have just one row with variables. The system recognizes it by the ${action.id} variable and replicate this row for the number of actions linked to your QESH result.

Refer to fields in your Action list by means of the ${action.xxxx} variables, where xxxx refers to a field in your action list.
Example: ${action.action_} refers to the action description in the action list.

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