The reports register

Metrics, search, columns and the two kinds of report.

The Reports module holds documents built in the Report Builder — narrative engineering reports that assemble text, figures, logs, test results and calculations into something you can issue.

The metrics

Metric Meaning
Builder reports Reports created in the builder
Drafts Started but not issued
Approved Signed off
Templates Report templates available

Searching

Search matches on reports, projects, jobs or templates.

Reading the register

Column Shows
Report Report title with its RB reference underneath
Project Project name and number
Job & template The job, and the template it was built from
Status Draft or approved

Reports titled Untitled report were created but never named — worth tidying, since the title is what appears on the cover page.

Two kinds of report

Don't confuse these:

  • Reports (this module) — built by hand, narrative documents
  • Lab Reports — generated from a laboratory work request

See Lab Reports for the difference.