Reports
Copy linkCheck what is included in reports
Reports include shareable work context and exclude private notes by design.
Use report preview before exporting so you can confirm the date range, area totals, project totals, and shareable entry summaries.
Follow the numbered areas in order.
1
Reports
2
Date range
3
Preview
4
Export
- 01Open Reports and choose the date range you want to review.
- 02Use the report preview to inspect entries, area progress, project totals, and review-safe summaries.
- 03Export CSV, Markdown, DOCX, or print views only after confirming the range.
- 04Private notes are not selected by report queries and do not appear in exports.
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