Generating Reports
Reports turn project details into a clean document your team can review, save, print, or share. Use reports for internal handoffs, setup checklists, client summaries, and post-event records.
See the walkthrough: Reports for a screenshot-led tour.
When to use this page
Generate a report when you need a polished snapshot of the project instead of asking the team to open every task, note, file, and schedule item one by one.
Who can do this
Owners, admins, members, and project users with report access can generate reports for projects they can view. Some sharing options may only appear for owners and admins.
Start a report
- Open the project.
- Go to Reports or choose Generate report from the project actions.
- Pick the report type and audience.
- Choose the sections, files, and layout you want to include.
- Preview the report.
- Generate the PDF when the preview looks right.
Report types
| Report type | Best for |
|---|---|
| Internal project brief | Handing work to another team member or lead |
| Client-friendly summary | Sharing a clean overview or design direction with a client |
| Setup checklist | Giving the crew a practical event-day checklist |
| Archive report | Saving a final record after the event |
Common sections
Depending on the report type, you can include:
- Project overview
- Event and venue details
- Client information
- Summary
- Tasks
- Notes
- Files and photos
- Setup instructions
- Materials or services
- Trailer recommendation
- Activity history
- Next steps or completion notes
Optional AI-written sections
Some reports can include AI-written sections, such as a polished summary, setup brief, materials summary, missing details, or day-of instructions.
AI-written sections are labelled in the preview and PDF. Review them carefully before sharing the report.
File display options
Choose how files appear in the report:
| Option | Best for |
|---|---|
| List | Long file lists or internal records |
| Thumbnails | Quick visual reference |
| Inline grid | Mood boards, inspiration, and progress photos |
| Full-page feature images | Mockups, renders, or important visuals |
Download, print, or share
When the report is ready, you can usually:
- Download PDF: save the official polished report (may run as a background job for large reports)
- Print report: open the browser print dialog for a quick paper copy without waiting for PDF generation
- Save to project files: keep the report with the project record
- Email to client: send the completed PDF when your role allows it
Print view tips
- Generate or preview the report first so sections look correct.
- Choose Print report from the report actions.
- Use your browser print settings to hide headers or adjust margins if needed.
- For client-facing output, prefer Download PDF when you need consistent branding.
Confirm client details before emailing a report.
Good to know
- Reports are only as complete as the project data selected for the report.
- AI sections do not replace review by the project lead.
- If report generation fails, try again with fewer files or turn off optional AI sections.