Docs / Reporting & Calculations / Creating a report

Creating a report

Starting a report, choosing a template and linking to a project.

Starting a report

Three routes:

Create Report in the Reports register
Add Report on a job — the report is linked to that job automatically
From the reports tab of a project

Choosing a template

Pick the template that matches the document you are producing. The template sets the initial section structure, which you can then change freely. See Report templates for what each one contains.

Linking to a project and job

A report should be linked to the project and job it covers. This is what makes the job's resources — DCP tests, boreholes, photos — available to insert, and what makes the report appear on the project workspace.

If you started from Add Report on a job, this is already done.

The reference

Each report gets a reference on creation, in the form RB-12272-001 — the project number and a sequence. It appears in the register and on the document.

# Creating a report

## Starting a report

Three routes:

- **Create Report** in the Reports register
- **Add Report** on a job — the report is linked to that job automatically
- From the reports tab of a project

## Choosing a template

Pick the template that matches the document you are producing. The template sets the initial section structure, which you can then change freely. See **Report templates** for what each one contains.

## Linking to a project and job

A report should be linked to the project and job it covers. This is what makes the job's resources — DCP tests, boreholes, photos — available to insert, and what makes the report appear on the project workspace.

If you started from **Add Report** on a job, this is already done.

## The reference

Each report gets a reference on creation, in the form `RB-12272-001` — the project number and a sequence. It appears in the register and on the document.