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View and manage project reports

Use the reports area to review, generate and maintain project documents and templates, including both automated and manually authored reports.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Reports area for your project​

From your project workspace, navigate to the Reports section to view all available documents and templates associated with the selected project.

Open the Reports area for your project

Step 2: Switch between Documents and Templates​

Use the tabs at the top of the page to switch between the list of generated documents and the library of templates used to create new reports.

Switch between Documents and Templates

Step 3: Filter and sort documents​

Apply filters, search, and sort options (such as title, status or date) to quickly locate the specific virtual document or manual report that you want to review.

Filter and sort documents

Step 4: View report details and preview content​

Select a document in the table to open its detail and preview panel, where you can inspect metadata, status, and the current content of the report.

View report details and preview content

Step 5: Generate a new document from a template​

Choose a document template and open the generation dialog to create a new virtual document, then follow the prompts to confirm settings and generate the report.

Generate a new document from a template

Step 6: Edit a manual report​

Open an existing manual report in the editor to revise its content, update metadata such as category or tags, and save a new version if required.

Edit a manual report

Step 7: Update document status​

Change the status of a document (for example, marking it as current or updating its workflow stage) so that other team members can clearly see its latest state.

Update document status

Step 8: Create or edit a document template​

Open the template composer to create a new template or edit an existing one, adjusting layout, fields and configuration so future documents use the correct structure.

Create or edit a document template

Step 9: Archive templates you no longer use​

From the templates tab, archive outdated or superseded templates so they are no longer available for new document generation while retaining their history.

Archive templates you no longer use

Step 10: Refresh report data​

Use the refresh controls to reload the list of documents and templates, ensuring that you see the most up-to-date information from the reporting service.

Refresh report data

Last updated: 2026-01-30