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Manage project reports and document templates

Use the Reports view to browse generated reports, work with document templates, and open full report details for review.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Reports view for your project​

From your project workspace, navigate to the Reports section to see all available generated reports, templates, and project documents.

Open the Reports view for your project

Step 2: Switch between generated reports, templates, and project documents​

Use the view toggle controls (such as tabs or filters) to choose between viewing generated reports, report templates, or project documents associated with the selected project.

Switch between generated reports, templates, and project documents

Step 3: Sort reports and documents manually or by column​

Adjust the list ordering using the sort controls to arrange reports and documents by title, document type, status, or generated date, or trigger a manual sort when available.

Sort reports and documents manually or by column

Step 4: Open a report in full detail​

Select a report from the table to open it in the full Report view, where you can review all report details and any available metadata.

Open a report in full detail

Step 5: Preview and view underlying documents​

Use the preview panel or view buttons to quickly inspect a document or report output, and open the underlying file in full view when you need to check the original content.

Preview and view underlying documents

Step 6: Archive a document template​

From the templates view, use the archive action on a template you no longer need so it is removed from the active list but retained for reference if required.

Archive a document template

Last updated: 2026-08-31