View and manage project reports
Use the Reports area to browse, preview and manage auto-generated documents and manual reports for your project.
This guide is designed for project manager.
Steps
Step 1: Open the Reports section
From your project workspace, open the navigation menu and select the Reports option to access all documents and reports related to the current project.
Step 2: Switch between Documents and Templates
Use the tabs at the top of the page to switch between the Documents view (showing generated documents and reports) and the Templates view (showing available document templates).
Step 3: Filter and sort documents
In the Documents tab, use the filter controls, status dropdowns and sort options (such as title, type, status or date generated) to narrow down and reorder the list of virtual documents.
Step 4: Preview a document
Select a document row to open the preview panel, where you can review key details, the current version, and metadata before taking further action.
Step 5: Edit a manual report
For manually authored reports, choose the edit option to open the Report Editor, update the report content or metadata, and then save your changes.
Step 6: Update document status
Use the status control on a document (for example, Draft, In Review, Approved) to change its status so that the rest of the team can see its current stage.
Step 7: Generate a new report from a template
In the Documents or Templates view, select a suitable template and use the generate option to open the Generate Document dialog, configure any required options, and create a new report.
Step 8: Manage report templates
In the Templates tab, review available templates, open the Template Composer to refine them, and archive templates you no longer wish to use.
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Last updated: 2026-01-02