The final report is generated on the Reports and minutes page.
In the top row, you will find at least one final report template. Your company might have multiple final report templates to cover different scenarios and needs.
If you have multiple final report templates to choose from and unsure which one is for your specific project, then please contact your account admin. Your account admin is the one creating and editing the different report templates, and will know which one applies.
When selecting the report template it will generate the report with content, layout and format as specified in the report template. The generated report will be in a text editor, allowing you to make any additional changes if needed. If you would like to add any cost overview tables, documents, variation order overviews etc, then you should review the components available on the Digital shelf. The overviews and material available there are added with real-time data when applied to a report. Please note that the added overviews will be added to where you have placed your mouse cursor in the report.
If you are not happy with the generated content, please contact your account admin and ask for the template to be updated. In the report template builder, your account admin has hundreds of smart variables to choose from to customise what type of information that is generated to your report.
When you are done with the report, begin by saving it. When saving ,you will exit the edit mode, and sharing options appear on top of the page. The easiest way to share, is to share via email. You can also download the report as a PDF. Please note that all reports are kept inside the project's records and can be accessed at all times.
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