Reports

You’ve defined your search terms, activated notifications, created tags for relevant items, and added internal notes using custom data fields. Now it’s time to report to your stakeholders.

With the reporting features, you can filter items based on a specific session or refine the report further using tagged items.

Give your report a title (mandatory) and a description if desired. Choose the format: PDF, Word, or Excel.
Select the relevant session and/or tags for your report. Choose the item types to include.

Note that by selecting a session, you will only include procedures. If you don’t select tags, you’ll generate a report including all items planned or discussed in the session. By selecting a tag, your report will show an intersection of procedures related to that session and tagged with the selected tags.

Add or remove details for each item. You can include your custom data fields as well. On the right side, you can preview how the information will appear in the report.

Note that currently, you can only choose between including all your custom data fields or none. In upcoming releases, you'll have the option to refine this choice.

Select the appropriate structure and download your report.