Report Templates¶
Available report formats and customization options.
Available Templates¶
Session Report¶
Best for: Site visit documentation
- Chronological item list
- Photo gallery
- Voice transcript summary
- Action items highlighted
Item List Report¶
Best for: Status tracking
- Grouped by type or status
- Assignee breakdown
- Due date tracking
- Completion percentage
Progress Report¶
Best for: Stakeholder updates
- Executive summary
- Metrics and trends
- Before/after comparisons
- Key milestones
Template Features¶
| Template | Photos | Charts | Export Formats |
|---|---|---|---|
| Session Report | Yes | No | |
| Item List | Optional | Yes | PDF, Excel |
| Progress Report | Yes | Yes | PDF, Word |
Customization¶
Branding¶
Add your company branding:
- Logo placement
- Color scheme
- Header/footer text
Content¶
Configure what to include:
- Section visibility
- Field selection
- Grouping options
- Sort order
Related Topics¶
- Creating Reports - Generate reports
- Exporting Data - Data exports