Create a Project Report

You can save your frequently used PDF reports as a new project report. After setting your desired limitation and expansions to the report you can choose to save the report by clicking "Save as" in the top right corner of the report option window;

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If the report is shared a text showing Shared will be visible to the right of the report title.

Copy a project report

To copy a project report, select the report you want to duplicate and press Save as, as explained above. You will then be able to give the copy a new title, and description and decide whether to share it or not.

Edit a project report

You can edit both the title and description of your project report and the options you have included in the report.

• Edit title, description, sharing, and custom template: Select Edit on the top menu to the right;
  

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• Edit options: Make your adjustments to options and select Save;
  
  

Project report folders

Project reports can be organized in folders and sub-folders. To create a folder, select the Project reports heading and select New Folder on the upper right side of the window;

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