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Create, Edit, and View Project Reports

This guide explains how to create, edit, and view Project Reports.

Create a Project Report

  1. Click [Documents] on the side menu.

  2. Click [Add new] > [Add Project Report].

  3. The detail screen will appear. Fill in the subject, details, and the content for the Information Area
  4. [Create Report] and customize the necessary items to create your report.

    1. The process for customizing items is the same as for the Dashboard.
      You can create reports using the same templates shared with your Dashboard.
      Reference: Create, Edit, Duplicate, or Delete Dashboard Templates
  5. Once you have finished customizing the items, click [Create Snapshot] to save the report with the current content.

 

The input fields are as follows:

Field Name Description
Main area  
Subject Enter the title of the project report. 
Details  Enter the body of the project report. Rich text formatting is supported, and images can also be inserted. 
Related Items You can link relevant document data and ticket data. 
Comments You can enter comments
Change History The history of changes to the progress report will be recorded. 
Information Area  
Category Displays the document category
Status Select one from “Draft,” “In Review,” or “Completed.” The status categories are “In Progress,” “In Progress,” and “Completed.”
Report Level Select the appropriate level.
Report Destination Select the user(s) to whom the report is addressed. Multiple selections are possible. 
Team Select the reporting team. For example, if it is a report from Team A, select “Team A.”
Report Date Enter the date on which this project report is used for reporting.
Approver Select the user who will approve the report content. 
Wathcer The user who created the progress report will be automatically entered. 
Updated Date The date and time the progress report was last updated will be automatically recorded.
Created Date The date and time the progress report was created will be automatically recorded.

Users who are designated as the Team, Recipients, Approvers, Watchers, or Creator of a Progress Report will receive an email notification when the corresponding report is updated.

 

Editing a Project Report

  1. Click [Artifact] in the side menu.
  2. Select the project report you wish to edit from the list.
  3. Click [Edit Report] to update the content.

Editing Constraints

  • Permissions: Only the creator can edit the report.

  • Addable Items: Static items (titles, rich text, images) can be added. However, dynamic items (such as graphs) cannot be added.

    • Reason: Because report data is fixed at the time the snapshot is created, the system cannot fetch new data to generate additional graphs.

  • Deletion: Existing graph items cannot be deleted.

  • Saving: Layout and text changes will be overwritten upon saving, but the snapshot data itself cannot be updated.

 

Viewing Project Reports

You can view your created Project Reports from the Documents list.

 

Exporting Project Reports 

You can download Project Reports as a PDF from the report viewing screen. The downloaded file will be saved to your local device.