Skip to main content

View, comment on, and manage a report

Use the report detail panel to review report content, download it as a PDF, share it, and manage comments and versions.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report detail panel​

Select a report in the reports list to open its detail panel, showing the report title, metadata, favourite toggle, and main actions.

Open the report detail panel

Step 2: Review report information and content​

Check the report header for category, format, author and timestamps, then scroll through the rendered report content in the preview area.

Review report information and content

Step 3: Mark or unmark the report as a favourite​

Use the favourite button in the header to add the report to your favourites list or remove it, making it easier to find later.

Mark or unmark the report as a favourite

Step 4: Download the report as a PDF​

Click the download button to generate and save a PDF version of the report using the current content and layout.

Download the report as a PDF

Step 5: Share the report with other project members​

Choose the share option to open the share dialog, adjust access or recipients as needed, and confirm to share the report.

Share the report with other project members

Step 6: Edit the report details or content​

Select the edit action to open the report in edit mode, make your changes, and save to create an updated version.

Edit the report details or content

Step 7: Switch between content and comments views​

Use the panel view toggle to switch from the content view to the comments view, or back again, depending on what you need to focus on.

Switch between content and comments views

Step 8: Add a new comment to the report​

In the comments view, type your feedback into the comment box and select the send button to post a new comment on the report.

Add a new comment to the report

Step 9: Edit one of your existing comments​

For a comment you created, choose the edit option, update the text in the textarea, and save to apply your changes.

Edit one of your existing comments

Step 10: Delete an unwanted comment​

Use the delete option on a comment, confirm in the dialog, and the comment will be removed from the conversation.

Delete an unwanted comment

Step 11: View previous versions of the report​

Open the versions list to see earlier report versions (up to the configured limit) and inspect previous content as needed.

View previous versions of the report

Step 12: Open the report in full-screen view​

Select the maximise or full view option to open the document in a larger, full-screen document viewer for easier reading.

Open the report in full-screen view

Step 13: Delete the report​

Use the delete action in the report options menu, confirm the deletion in the alert dialog, and the report will be permanently removed.

Delete the report

Last updated: 2026-06-27