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Reports

Reports turn project details into a shareable PDF for internal operations or client-facing communication.

Report setup dialog

When to use this​

Generate a report when the team needs a production packet, when a client needs a summary, or when you want a snapshot of the current project plan.

What the dialog covers​

The screenshot shows report audience, type, section selection, and layout options before you generate a PDF.

Tips​

  • Use internal reports for crew and operations details.
  • Use client-facing reports when the recipient should not see internal notes.
  • Review AI summaries before sending the final PDF.

See also​

For report types, sections, file display modes, and print options, see Generating Reports.