Generate a report document
Use a saved template, defaults and recipient settings to generate a tailored report document from your project data.
This guide is designed for project manager.
Steps
Step 1: Open the Generate Document dialog
From your reports area, select a report or virtual document and choose the option to generate a document, which opens the Generate Document dialog.
Step 2: Choose a report template
Use the searchable template dropdown to pick the most suitable document template for your report type, such as a summary or detailed report.
Step 3: Load template defaults
If available, load template defaults to pre-fill fields like title, sections, dates and standard wording, so you only need to adjust what is specific to this report.
Step 4: Review and edit report fields
Complete or amend the input fields, including text blocks, dates and custom fields, using the on-screen inputs, text areas and section content fields.
Step 5: Configure generated content behaviour
For fields with AI-assisted generation, adjust generation settings such as whether new content should replace or merge with existing text and how focus sections are handled.
Step 6: Select recipients and notifications
Use the recipient picker to choose who should receive the generated document, reuse previous recipient settings where offered, and toggle notification options.
Step 7: Choose quick report options if needed
When available, open the quick report modal to select or configure predefined quick-report variants that match your current reporting needs.
Step 8: Confirm summary and generate
Review the confirmation summary showing key details, recipients and notification settings, then confirm to start document generation.
Step 9: Approve generation and handle confirmations
If prompted, review any confirmation dialogs about overwriting or updating data, and approve to complete the document generation process.
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Last updated: 2026-07-23