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Create or edit a project report

Use the report editor to write, categorise, tag, and save project reports in text or tabular format.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report editor​

Navigate to the project, then open the report editor in create or edit mode to start working on your report.

Open the report editor

Step 2: Enter a report title​

Type a clear, descriptive title in the title field so the report can be easily identified later.

Enter a report title

Step 3: Choose the report format​

Select the report format (text or tabular) to match the type of content you want to create.

Choose the report format

Step 4: Select a report category​

Pick the most appropriate category, such as progress, so the report is grouped correctly in the system.

Select a report category

Step 5: Write the report content​

Use the rich text or tabular editor to add and structure your report content as needed.

Write the report content

Step 6: Add tags to the report​

Enter keywords in the tag input and add them so the report is easier to search and filter later.

Add tags to the report

Step 7: Review and save the report​

Check the title, format, category, content, and tags, then save the report to store your changes.

Review and save the report

Last updated: 2026-07-30