View and manage a report
View a detailed report, review previous versions, download it as a PDF, and collaborate using comments.
This guide is designed for project manager.
Steps
Step 1: Open the report detail panel
From the reports list or project view, select a report to open its detail panel, showing the full report content and key information such as title, category, format, author, and last updated date.
Step 2: Review report content and previous versions
Scroll through the report content preview; if previous versions are available, use the version selector to switch between versions and compare older content with the current version.
Step 3: Edit the report
Select the Edit option (for example from the menu or edit button) to open the report in edit mode, update the content or settings as needed, and save your changes so they are reflected in the report detail view.
Step 4: Download the report as a PDF
Use the Download as PDF option to generate a PDF file of the current report version and save it to your device for sharing or offline use.
Step 5: Share the report
Open the Share dialog from the share button, choose how and with whom to share the report (for example, project members or external recipients), and confirm to send or copy the share link.
Step 6: Switch to the comments panel
Open the comments view for the report to see existing discussion, including who commented and when, alongside the most recent content.
Step 7: Add or update a comment
Type your feedback or questions into the comment text area, edit your existing comments if needed, and use the submit or save button to post your comment so other project members can see it.
Step 8: Delete the report
Use the Delete option from the report actions menu, review the confirmation prompt, and confirm the deletion if you are sure, permanently removing the report from the project.
Step 9: Close the report detail panel
When you are finished, select the close icon or button to return to the previous page or reports list.
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Last updated: 2026-02-20