Reports

The report feature is a pivotal tool for creating, managing, and disseminating comprehensive project reports. These reports consolidate data from various sources, providing a snapshot of project results at specific points in time. 

The Report Feature is a cornerstone of effective project management, offering tools to create, manage, and distribute reports that serve as snapshots of project results. These reports consolidate data, freezing it in time for reference, even as updates occur in the broader project. This ensures that stakeholders always have a consistent and accurate record to base their decisions on.

Reports bridge the gap between raw data and actionable insights. They allow teams to:

• Tailor Information: Generate customized views for diverse audiences.
• Preserve Accuracy: Maintain frozen versions of results for consistency over time.
• Support Collaboration: Streamline approvals and communication among team members.

Getting Started: Navigating to Reports

Accessing reports is straightforward:

1. Use the Results section in the left navigation bar.
2. Confirm that you have Results/Reports Viewing permissions.
3. The Reports page offers a comprehensive list of all reports for easy navigation.

Creating and Editing Reports

Crafting a New Report

Building a report begins in the Reports section of your project. With just a few steps:

• Click New Report and provide the required details, such as a report name.
• Optionally, link the report to a specific Result View or project delivery.
• Save your work by clicking Create, placing the report in draft status for further refinement.

Refining Your Reports

Editing existing reports is equally user-friendly. Locate the report in the list and:

• Click the Edit button (pencil icon) to modify its name, Result View, or project delivery.
• Add or remove files as necessary to ensure the report remains relevant and comprehensive.

Pro Tip: Reports in draft status can be deleted, but once submitted, they are locked for integrity and compliance.

The Report Lifecycle: From Draft to Approval

Every report follows a structured lifecycle to ensure clarity and accountability:

• Draft: Fully editable and deletable.
• Submitted: Locked for editing, pending approval.
• Approved: Published and accessible to stakeholders.
• Rejected: Marked as unapproved but remains visible.

Sharing and Exporting Reports

Collaboration is seamless with flexible sharing options:

• Automatic Notifications: Receiving members are emailed a link when reports are approved.
• Manual Sharing: Use the Copy Link option to share the report with others.

To export report data:

1. Open the desired report.
2. Click Export Results to download the data in a CSV format.

Ensuring Quality: Assigning QC and Receiving Members

Quality control is critical to the report submission process. When finalizing a report:

• Assign Approving Members responsible for quality checks.
• Assign Receiving Members, who will be notified upon approval.

Note: The same individual can serve as both approver and receiver, simplifying workflows for smaller teams.

By using the Report Feature, teams can streamline project documentation, enhance collaboration, and maintain data integrity. This powerful tool is not just about tracking progress—it’s about enabling informed decision-making by sharing data.