Create a Manual Report
Create flexible, ad-hoc reports with custom content. Choose between text or table format, add categories and tags for organization, and save report versions automatically.
This guide is designed for project-manager.
Steps
Step 1: Navigate to Reports section
From the sidebar, click Reports to access the reports management area. You'll see two main sections: Generated Documents (template-based) and Reports (manual reports).
Step 2: Click Reports tab
Click the Reports tab to switch to the manual reports section. This shows your existing reports with search and filtering options. Click Create New Report button to start creating a report.
Step 3: Enter report title and metadata
In the new report dialog, enter the report title (required). Then select: Category (Progress, Risk, Quality, Status, etc.), Format (Text or Table), and optionally add Tags (comma-separated for organization).
Tags help with searching and organizing reports - you can filter by tags later.
Step 4: Select format
Choose between Text Format (for prose-based reports with rich formatting) or Table Format (for structured data in rows and columns). You can change this later if needed.
Text format is better for narrative reports. Table format is better for metrics and structured data.
Step 5: Edit report content
Depending on your format choice, you'll get different editors. For text reports, use the rich text editor to format your content (bold, italic, lists, links, etc.). For table reports, create column headers and add rows of data.
Text reports support markdown and formatting. Table reports allow copy/paste from Excel.
Step 6: Add sections to report
Organize your content into sections (Summary, Details, Analysis, Recommendations, etc.). Each section can be expanded/collapsed and sections can be reordered by dragging.
Step 7: Save report
Click Save Report when you're done. The system creates the first version and shows a confirmation. Your report is now saved and visible in the Reports list.
Every save creates a new version. You can revert to previous versions if needed.
Video Tutorial
Last updated: 2025-12-08