Manage and review project reports
Use the Reports area to browse, open and inspect generated reports for your project, with filtering, sorting and detailed views.
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 the list of available reports grouped by category and status.
Step 2: Switch between report views
Use the view toggle to switch between generated reports, report templates and any related project documents, depending on what you need to review.
Step 3: Filter and sort reports
Apply filters such as category, status or format, and use the column sort options to quickly find the most relevant reports in the list.
Step 4: Open a report summary
Select a report row to open its summary, where you can review key details including title, type, status, version and generation date.
Step 5: View full report details
Use the full view option to open the detailed report view, allowing you to read all content and check any associated metadata.
Step 6: Copy merge tags for templates
When working with report templates, copy merge tags from the list to reuse structured data fields in other documents or templates.
Step 7: Export reports to project documents
Use the export action to send a report into your wider project document set so it can be managed alongside other formal project records.
Step 8: Refresh and manage report status
Refresh the reports list to load any newly generated reports and confirm that statuses, versions and current flags are up to date.
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Last updated: 2026-07-30