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View and manage a report

Review the full details of a report, browse previous versions, and perform basic management actions such as editing or deleting it.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report detail view​

Select a report from the reports list to open its detail view in a panel or modal, showing its current version, content, and metadata.

Step 2: Review report content and formatting​

Read the report body in its rendered format (including HTML or converted markdown) and inspect any associated metadata such as category, format, and creation details.

Step 3: Switch between report versions​

Use the version selection controls to load and view earlier report versions; the selected version’s content and details are displayed so you can compare revisions.

Step 4: Edit the report​

Choose the edit option to navigate to the report editing screen, where you can update the report’s content or settings.

Step 5: Delete the report​

Select the delete option to remove the report; after confirming, the report is deleted and the detail view closes, updating any linked report lists.

Step 6: Close the report detail view​

Use the close control (such as the X icon) to exit the detail view and return to your previous screen without making changes.

Last updated: 2025-12-08