Generate On-Demand Reports

You can instantly generate a report in PDF format from a saved template, either immediately after its creation or at any time in the future. The report dynamically retrieves the most up-to-date data available at the time of generation for all included items. 

To create a report

• Ensure you are on the project admin console. If not:
  • Click the app launcherand select 'Project' from the drop-down.
  • Click 'Project' on the top
• Click 'Report Builder' on the left 

The report templates screen opens with a list of pre-created templates with their details:

• Click the name of the template to generate the report from.

The template opens in the editor window.

Tip: If required, you can edit the template to add new or remove elements or to rearrange the blocks. See Edit Report Templates for guidance on this.

• Click 'Generate' at the top-right

The system generates a PDF version of the report, incorporating the most up-to-date data for all included items. The process typically takes around 30 seconds.

• Click 'Downloads' after around 30 secs to open the 'Downloads' pane.

The newly created PDF will appear at the top of the list, ensuring easy access even if multiple reports have been generated previously.

• Click  to open the file on a new browser tab.
• Click  to download it.

The 'Download Options' pop-up allows you to:

• Download and save a copy of the report on your device
• Save the report in the project's file repository for sharing with other team members

Download the report on your device 

• Click the 'Direct Download' button to save the PDF file on a desired location on your device's local storage

Save on the project's file storage

• Click the right arrow beside the company drive or the project drive to navigate to the folder in which you want to save the report

• Select the folder
• Click 'Save'

The report is auto-shared with the team members who have access to the folder.