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View and manage a report

Review a report’s content, version history and comments, and perform actions such as sharing, editing and deleting.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report detail panel​

From the reports list, select a report to open its detail panel, showing the report title, category, format and key metadata.

Open the report detail panel

Step 2: Review the report content​

In the Content view, scroll through the report body; formatted text, tables and any HTML or markdown content are rendered for easy reading.

Review the report content

Step 3: Switch between content and comments​

Use the Content and Comments tabs (or buttons) to switch the side panel between the main report content and its discussion thread.

Switch between content and comments

Step 4: Add a new comment​

In the Comments view, type your feedback into the comment box and select the send option to post it; your comment appears in the thread with your name and timestamp.

Add a new comment

Step 5: Edit or delete your existing comment​

Next to one of your comments, open the options menu to choose edit or delete; save your changes or confirm deletion to update the thread.

Edit or delete your existing comment

Step 6: View previous versions of the report​

Open the version selector to browse earlier versions; select a version to load its content and compare it with the current one.

View previous versions of the report

Step 7: Share the report​

Select the share option to open the share dialog, then configure how you want to share the report (for example, with project members) and confirm to send or copy the link.

Share the report

Step 8: Download the report​

Choose the download option to retrieve the report file in the available format (such as PDF or document) and save it to your device.

Download the report

Step 9: Edit the report​

Select the edit action to open the report in edit mode; after making changes, save to create a new version and refresh the detail panel.

Edit the report

Step 10: Delete the report​

Use the delete option to open the confirmation dialog; review the warning and confirm to permanently remove the report from the project.

Delete the report

Step 11: Close the report detail panel​

When finished, use the close button (X) or navigation control to exit the report detail view and return to the previous page.

Close the report detail panel

Last updated: 2026-01-23