Report Settings
Set company defaults for project reports: audience, sections, file layout, AI sections, and branding.
When to use this page
Save time when generating project reports by starting from consistent company standards.
Who can do this
Owners and admins manage report settings.
Open Report settings
Go to Settings → Reports.
Default report options
Configure defaults such as:
- Report type: Internal brief, client summary, setup checklist, or archive report
- Audience: Client-facing vs internal operations tone
- Sections: Which overview, task, note, file, and logistics sections start enabled
- Task display: How tasks appear in PDF output
- Files: Default attachment selection and image layout (list, thumbnails, inline, full page)
- AI sections: Which optional AI narrative sections are on by default
- Branding: Logo and header/footer preferences where available
Members can still adjust options per report when generating.
AI report defaults
When AI sections are enabled by default, remember that all AI text requires review before client delivery. See AI Best Practices.
Next steps
- Generate report on projects opens with these defaults pre-selected.
- Update settings when your deliverables to clients change.