Manual reporting
To start reporting manually, click on the “Report” page on the sidebar. You will see the reporting page with 2 main blocks:
New report
Previous reports
In the “New report” block, you will have the option to select a report template. Select whichever template is suitable for your report.
💡 Report templates are configured by Salv based on the use case and joint agreements between the network members regarding data structure. If there is only one template available, the selection will be done automatically by the system.
Fill in the data fields as asked, navigating through all the sections shown on the progress stepper. Fields indicated by red asterisk are mandatory.
Figure showing the “New report” view
In some cases, you might need to add several repeating subsections. For example, a company may have many related persons. Use the buttons available in the UI to add or remove these subsections as needed.
Figure showing an example of a repeatable section.
💡 If a required field has been left empty or the input does not match an expected format, an error message will be shown. You can not continue to the next section until you have fixed the errors.
Once you’re finished filling in the report, click “Submit”. A confirmation message will appear, indicating that the report was submitted successfully. You should also see this report now in the “Previous reports” table below.
Note that you can select which Template reports you’d like to see in the table from the top right corner. Depending on the template, the table layout may look different.
Figure showing the previous reports table
Reporting via file upload
If you need to report many entities at once, you can do so by importing a CSV file with a specific format respective to the report template you’re using. If you are not sure what the file should look like for a specific template, please contact Salv support.
To import a file, click on the “with CSV file” option. Then click on “Add files” to select the file (or drag and drop it into the “Add files” area).
Figure showing the view to report entities with a file import.
Once you’ve selected your CSV file, you will see an import modal with a preview of the file. Make sure the right separator is selected (so the preview shows correct columns). The file will also be checked for some common errors. If there are any errors present, then these would need to be fixed in the file and then the import tried again.
Figure showing the CSV preview for file import.
If the file is ready to be imported, click submit. The file will then be read and all the entities submitted. Please note that depending on the file size, this may take some time due to the encryption technology in place. Once all the entities have been successfully reported, you will be greeted with a success message.
Language Symbols Allowed When Reporting
Applies to both manual reporting and CSV upload:
Name, Surname, and Subject Title fields - only basic Latin symbols are permitted.
All Other Fields: There are no restrictions on the symbols that can be used in other fields (e.g., Event Description).
Report details, edit history and access log
If you click on a report in the “Previous reports” table, a detail view will open. There you will see all the data reported.
If there have been any edits made to the report, then you will also see a timeline with version history of the report: you can click on “Show/hide version details” to expand the detail view of any historic version.
Figure showing a report detail view
If you scroll to the bottom of the modal, you can also see an “Accessed by” table – here you can see all the other institutions that have accessed this report, as well as the exact time they did it.
Figure showing an access log of a report.
Filtering and searching previous reports
Note that you can select which Template reports you’d like to see in the table from the top right corner. Depending on the template, the table layout may look different.
Additionally, you can search for particular entities by Report’s ID, date and status, as well as User who submitted or last edited the report.
Figure showing previous reports search dropdown
Editing reports
To edit a report, open its detail view and click “Edit” at the bottom of the modal window. You will see a new view pop up with similar structure, but with editable input fields. Make your edits as needed.
Note that it is required that you also provide a note to comment what has changed with this edit – this is to make the audit trail clearer.
Figure showing the “Edit report” view.
When you are ready with your changes, click on “Confirm changes”. The edited report is now live and you will see the updated version in your report details view.
Deleting reports
To delete a report, open its detail view and click “Delete” at the bottom of the modal window. You will now be presented with a dialogue window to confirm that you really do want to delete this report. You will also need to input a mandatory note for the reason of deletion for auditing purposes.
Once a report is deleted, it will not appear as a result to new queries anymore. It may still appear as part of the query history if it has matched before. Permanent deletion can only be done by a infrastructure admin. See Salv Bridge technical description for more details.
Approving or rejecting changes
If this feature is enabled for your organisation, it is possible to enforce a “4-eye principle” to any changes made to the report. In this case, any edits or deletions made to entity reports will need to be approved by any other user in your organisation.
Any entity reports that have not yet been approved will be shown at the top of the reports table with a “Changes pending” status. Edits or deletions will not take effect for the rest of the network until they have been approved and the entity report has a “Published” status.
❌ No notifications are sent for reports pending changes.
Users will need to manually check for reports pending changes, but these reports will always appear at the top of the list.
To approve changes – assuming you have appropriate user rights – click on the report, review and then click “Approve”.
If the changes are rejected, the entity report will be restored to its previous version.
💡 Only users with Entity sharing approver user role can approve or reject changes.