View and manage report details
Review a report’s content, manage sharing and favourites, download it as a PDF, and access comments from the report detail panel.
This guide is designed for project manager.
Steps
Step 1: Open the report detail panel
From your reports list, select a report to open its detail panel, where you can see the title, category, dates, and key actions at the top.
Step 2: Review report content
Scroll through the main content area to read the report, including any formatted text, tables, or embedded images rendered from the original document.
Step 3: Toggle full document view
Use the full-screen icon to expand the document into a full view for easier reading, then close it to return to the side panel when finished.
Step 4: Mark or unmark the report as a favourite
Click the favourite button (star icon) near the report header to add the report to your favourites list or remove it if it is already marked.
Step 5: Share the report with others
Select the share option to open the share dialog, then configure who can access the report and confirm to update its sharing settings.
Step 6: Download the report as a PDF
Click the download button to generate and save a PDF version of the report to your device, using the current report content.
Step 7: Edit the report
Choose the edit option to navigate to the report editor, where you can update the report’s content or metadata as needed.
Step 8: Delete the report
Open the more options menu, select delete, then confirm in the alert dialog to permanently remove the report from the project.
Step 9: View and participate in comments
Switch to the comments panel to read the discussion thread on the report and add your own comments or replies if you have permission.
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Last updated: 2026-09-03