Browse guides

Everyday tasks

Browse and reopen saved reports

Find draft and finalized reports for a project and open the right record.

Open Reports

Open a project and tap Reports. Pull down to refresh if a teammate has just created or changed a report.

Project Reports list with draft and finalized report sections View full screenshot

Check the report state

Drafts can accept notes, generation, and edits. Finalized reports are read-only records ready for PDF preview or sharing. Project members can also discuss a finalized report in its Review tab.

Reopen the report

Tap a draft to continue working, or tap a finalized row to review the saved report. Report Actions contains the options available for that state and your project role.

Full screenshot