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Introduction

Project reports are deliverable documents built from report templates. Each project can have multiple reports, each composed of pages, reusable components, and static sections (cover, header, footer, style).

Reports are edited in the report editor — a full-screen builder with a split-pane PDF preview — and can be exported as PDFs for client delivery.

Report list

Key Concepts​

ConceptDescription
Report templateAn organization-scoped reusable layout with pages, components, and styling.
Project reportAn instance of a report for a specific project, created from a template or from scratch.
Report editorFull-screen editor for building and previewing reports.
PagesIndividual sections of the report with JSON-based content.
ComponentsReusable content blocks shared across pages.
Static pagesCover, header, footer, and style configuration.

Report Editor Sections​

SectionDescription
PagesList and edit individual report pages
ComponentsManage reusable report components
Static pagesConfigure cover, header, footer, and global styles
SettingsReport metadata and configuration

Report details