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View and manage a report

Review a report’s details, download or share it, and collaborate through comments, including editing and deleting your own feedback.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report details panel​

From the reports list, select a report to open its details panel, showing the report title, status, created date, and key metadata without leaving the current screen.

Open the report details panel

Step 2: Review the report content​

Scroll through the main content area to read the report in full, including any formatted text, tables, or embedded document preview rendered by the application.

Review the report content

Step 3: Switch between content and comments​

Use the panel view toggle to move between the report content and the comments view, allowing you to focus either on the document itself or the discussion around it.

Switch between content and comments

Step 4: Download the report file​

Select the download option in the toolbar to retrieve the current version of the report in its configured format (for example PDF or HTML) and save it to your device.

Download the report file

Step 5: Share the report with others​

Click the share action to open the share dialog, then configure who can access the report and adjust sharing options before confirming to send or copy the share link.

Share the report with others

Step 6: Browse previous report versions​

Open the version selector to view a list of previous report versions, then choose a version to load its content so you can compare changes over time.

Browse previous report versions

Step 7: Add a new comment​

In the comments view, type your feedback into the comment text area and submit it to create a new comment that is attached to the current report version.

Add a new comment

Step 8: Edit one of your existing comments​

Next to a comment you created, use the edit option to update the text and save the changes so your revised feedback appears in the comment thread.

Edit one of your existing comments

Step 9: Delete one of your comments​

Choose the delete option on a comment you own, confirm the deletion in the dialog, and remove the comment from the conversation history.

Delete one of your comments

Step 10: Delete the entire report​

Open the more actions menu in the report toolbar, select the delete option, and confirm in the alert dialog to permanently remove the report from the project.

Delete the entire report

Step 11: Close the report details panel​

Use the close icon at the top of the panel to exit the report detail view and return to the previous page or report list.

Close the report details panel

Last updated: 2026-01-11