View and manage a report
Review report content, manage favourites, share, export to PDF, and collaborate using comments on a specific report.
This guide is designed for project manager.
Steps
Step 1: Open the report detail panel
Select a report from the reports list to open the Report Detail panel, which appears as an overlay with the report content and actions.
Step 2: Review key report information
At the top of the panel, review the report title, category, format, creation date, last updated time, and author details to confirm you are viewing the correct document.
Step 3: Mark the report as a favourite
Use the favourite button near the report title to add or remove the report from your favourites list, making it easier to find later.
Step 4: Switch between content, actions, and comments
Use the panel view controls to switch between the main report content, additional report actions, and the comments section for collaboration.
Step 5: Read the report content
Scroll through the rendered report content in the "Content" view, including any formatted text, tables, and embedded images from the original report.
Step 6: Open the report in full screen
Select the full view option to open the report in a dedicated full-screen mode for easier reading and detailed review.
Step 7: Share the report with others
Open the share dialog from the actions area to configure and send sharing options, such as granting access or copying a share link for colleagues.
Step 8: Export the report as a PDF
Use the export control to generate and download a PDF version of the report, preserving content and formatting for offline use or distribution.
Step 9: Edit the report
Use the edit action to open the report in edit mode, update the content or metadata as required, and save your changes so that the report is updated for all viewers.
Step 10: Review previous versions
From the actions section, browse the list of previous report versions to reference earlier content and track how the report has changed over time.
Step 11: Add a new comment
Switch to the "Comments" view, enter your feedback or questions in the comment box, and submit to create a new comment on the report.
Step 12: Reply to or update an existing comment
Use the comment controls to edit your own comments, update the text, and save changes so that your feedback remains accurate and up to date.
Step 13: Delete an existing comment
Select the delete option on one of your comments, confirm the deletion in the confirmation dialog, and remove the comment from the conversation.
Step 14: Delete the report
Use the delete action in the actions area, confirm in the alert dialog, and permanently remove the report and its associated data if it is no longer required.
Step 15: Close the report detail panel
Use the close button in the top corner of the panel to return to the main reports area once you have finished reviewing or updating the report.
Last updated: 2026-07-11