Select multiple reports
Use this field to search for and select multiple reports to associate with your work, such as a project, record, or submission.
This guide is designed for project manager.
Steps
Step 1: Open the report selection field
Locate the report selection area on your form, identified by its label and optional description, and click anywhere inside the bordered box to activate the report search.
Step 2: Search for relevant reports
Start typing in the search box to filter the available reports by name and, where shown, category; the list will narrow as you type so you can quickly find the reports you need.
Step 3: Select one or more reports
Click on each report you want to include; each chosen report is added to the field value so that multiple reports can be associated at once.
Step 4: Review and adjust your selections
Check the list of selected reports shown in the field, and remove any you no longer need so that only the correct reports remain linked.
Related Tasks
Last updated: 2026-01-10