Managing Reports
Browse, download, and delete generated reports from a central dashboard.
Last updated: April 18, 2026
Reports dashboard
The reports dashboard shows all reports you've generated across all projects and surveys. Each entry displays:
- Report name. The name you assigned during generation
- Project and survey. Which project and survey the report belongs to
- Generation date. When the report was created
- File size. The PDF file size
Downloading reports
Click any report to download the PDF. Reports are available for download immediately after generation and stay available until you delete them.
You can download the same report as many times as you need. Share it via email, upload it to a project management tool, or print it for physical records.
Deleting reports
Delete reports you no longer need from the dashboard. Click the delete action next to any report to remove it permanently.
Deleting a report is permanent. The PDF file is removed and cannot be recovered. If you might need the report later, keep it or download a copy first.
Reports and client sharing
Clients who access your project through a share link can download reports directly. You do not need to email PDFs separately. Clients see available reports in their shared view and download them on their own.
Tips
- Use descriptive report names during generation. Months later, "Phase 2 Interior Inspection - Building A" is more useful than "Report 1".
- Generate reports promptly after completing a survey. The data is always there, but building the report while the inspection is fresh helps you verify completeness.
- Delete outdated or draft reports to keep your dashboard organized.