Skip to main content

Manage project reports and templates

Use the Reports view to browse, filter, and sort project reports and templates, open detailed report views, and manage document generation and status.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Reports view​

Navigate to the Reports section for your selected project to see available reports, documents, and templates arranged in tabs.

Step 2: Switch between documents and templates​

Use the tabs (such as Documents and Templates) to focus either on generated documents and reports or on the templates used to create them.

Step 3: Browse and sort reports and documents​

Review the list of virtual documents and reports, and use column sorting (for example by title, type, status, generated date, or version) to organise the view to suit your needs.

Step 4: Manually sort report list​

Apply manual sorting options (such as title, category, format, updated date, version, author, or tags) to quickly locate the most relevant reports.

Step 5: Filter and refine the listing​

Use available filters, search input, and selection controls to narrow down the list of reports, documents, or templates based on status, type, or other criteria.

Step 6: Open and review report details​

Select a report from the list to open its detailed view, where you can inspect its contents, metadata, and any associated information in the Report Detail or Report Editor panels.

Step 7: Generate a new document from a template​

Open the Generate Document dialog from the Documents or Templates area, choose a relevant template, and generate a new virtual document for your project.

Step 8: Compose or edit report templates​

Open the Template Composer dialog to create or edit document templates, adjusting structure and fields so that future reports are generated in a consistent format.

Step 9: Preview report documents​

Use the Document Preview panel to quickly review the current content and structure of a selected virtual document without leaving the Reports view.

Step 10: Update document status​

Change the status of a virtual document (such as draft, in review, or approved) to reflect its current lifecycle stage, ensuring your project team understands its readiness.

Step 11: Archive unused templates​

Archive outdated or unused templates so they no longer appear in the active template listing, helping keep your reporting workspace tidy and focused.

Step 12: Trigger manual report actions​

Use manual actions, such as opening a specific report configuration or triggering manual sorting, when you need precise control over how reports are displayed or updated.

Last updated: 2025-12-08