Reports bring the project record together. Review completion and correct missing information before generating the customer-facing document.
- 01
Review project completion
Check the project overview, spaces, product records and form progress.
- 02
Resolve missing information
Complete required fields and correct records that belong to the wrong space or product.
- 03
Generate the report
Open Reporting, choose the report type and select the project information, spaces, images and sign-off content to include.
- 04
Review the output
Check headings, evidence, results and customer details before issuing the document.
- 05
Share the approved version
Send or store the final report according to your project handover process.
Good to know
- ✓Complete the quality review before customer sign-off.
- ✓Keep the live project record available when later changes or questions arise.
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