Skip to main content

​
Report Dashboard

The Reports section provides a centralized location to view, organize, and manage all your generated reports and form sessions. Access your reports dashboard from the main navigation menu.

​
Dashboard Overview

Latest generated reports:
  • Most recently created reports
  • Quick access to active projects
  • Status indicators for processing reports
  • Preview thumbnails and summaries
  • Direct links to view or edit reports

​
Report Organization

​
Categorization and Filtering

Organize reports by various criteria:
  • Date Range: Filter by creation or modification date
  • Template Type: Group by form template or report category
  • Status: View completed, in-progress, or draft reports
  • Tags: Custom labels and categorization
  • Team/User: Filter by creator or collaborator
Find reports quickly:
  • Full-text search across report content
  • Search by title, description, or keywords
  • Advanced search with multiple criteria
  • Saved search queries for frequent use
  • Search within specific date ranges or categories
Organize report lists:
  • Sort by creation date (newest/oldest first)
  • Alphabetical sorting by title
  • Sort by last modified date
  • Order by report size or complexity
  • Custom sorting preferences

​
Report Metadata

Session Information

View detailed information about each form session and report generation.

Processing Details

See AI model used, processing time, and generation parameters.

File Attachments

Access original uploaded files and supporting documents.

Version History

Track changes and maintain version control for edited reports.

​
Report Actions

​
Individual Report Management

Access and examine reports:
  • Full-screen report viewing
  • Print-friendly display options
  • Zoom and navigation controls
  • Section-by-section navigation
  • Mobile-responsive viewing

​
Bulk Operations

Manage multiple reports simultaneously:
  • Select multiple reports using checkboxes
  • Bulk export to various formats
  • Mass deletion of outdated reports
  • Batch tagging and categorization
  • Group sharing and permission management
Organize and maintain report library:
  • Archive old or completed reports
  • Bulk delete unnecessary drafts
  • Move reports to different categories
  • Compress and optimize storage
  • Set automatic cleanup policies
Reuse and replicate reports:
  • Duplicate reports for similar projects
  • Create templates from existing reports
  • Batch copy reports to new categories
  • Generate report series from templates
  • Maintain consistent formatting across reports

​
Session Management

​
Form Session Tracking

1

Session Creation

Each time you start a new form, a unique session is created to track your progress and generated reports.
2

Progress Monitoring

Track completion status, time spent, and any interruptions or resumptions in the form completion process.
3

Report Generation

Monitor the AI processing status and receive notifications when reports are ready for review.
4

Post-Generation Management

Access completed reports, make edits, and manage sharing and distribution from the session view.

​
Session Details

Original form responses:
  • Complete form submission data
  • Uploaded files and attachments
  • Timestamps and completion metrics
  • User input validation and quality scores
  • Original vs. processed content comparison

​
Report Status and Lifecycle

​
Status Indicators

Real-time status tracking:
  • Draft: Form in progress, not yet submitted
  • Processing: AI generation in progress
  • Generated: Report completed and ready for review
  • Reviewed: Report has been reviewed and approved
  • Shared: Report has been distributed or shared
  • Archived: Report moved to archive for long-term storage
Issue identification and resolution:
  • Failed: Generation encountered errors
  • Incomplete: Missing required information
  • Retry: Attempting to regenerate report
  • Attention: Requires user review or action
  • Expired: Session or report has expired
Team workflow indicators:
  • Under Review: Awaiting team member feedback
  • Approved: Reviewed and approved by stakeholders
  • Rejected: Requires revisions or changes
  • Locked: Protected from further edits
  • Public: Available for broader access

​
Lifecycle Management

Retention Policies

Set automatic retention and deletion policies for different types of reports.

Backup and Recovery

Automatic backup of important reports with recovery options.

Version Control

Track changes and maintain historical versions of edited reports.

Audit Trail

Complete audit log of all actions performed on reports and sessions.

​
Advanced Management Features

​
Automation and Workflows

Streamline report management:
  • Automatic tagging based on content
  • Scheduled report generation
  • Auto-archiving of old reports
  • Notification triggers for important events
  • Integration with external systems

​
Integration Capabilities

Connect with external storage:
  • Automatic backup to Google Drive, Dropbox, or OneDrive
  • Sync reports across multiple platforms
  • Collaborative editing in external tools
  • Version synchronization and conflict resolution
  • Offline access and mobile synchronization
Programmatic access:
  • REST API for report management
  • Webhook notifications for status changes
  • Bulk operations via API endpoints
  • Custom integrations with business systems
  • Automated workflows and data pipelines
Connect with business tools:
  • CRM system integration
  • Project management tool connectivity
  • Business intelligence platform integration
  • Document management system sync
  • Communication platform notifications

​
Next Steps

Export Options

Learn about the various ways to export and share your reports.
Organization Tip: Use consistent naming conventions and tags to make your reports easier to find and manage over time. Regular cleanup and archiving helps maintain an organized report library.