On-demand reports are generated from the Reports page (admin sidebar → Governance → Reports). Pick a template, give the report a name, and edit the resulting draft in the report editor.
Open Reports at sidebar → Governance → Reports
Tabs: My Reports and Templates
Click + New Report to start a new report from a template
Each report opens in the editor in Editing mode with Save and Mark as Ready actions
Reports can be customised page by page using Elements, Text, Media, and Templates panels
Opening Reports
Admin sidebar → Governance → Reports. The page shows:
Recent Reports: thumbnails of your two most recent reports for quick access
My Reports tab: list of every report you have access to
Templates tab: published report templates
The list table on My Reports shows Name, Type (Custom or template name), Period (the reporting window), Generated date, and Status.
Creating a new report
Click + New Report in the top right. The New Report dialog asks you to:
Pick a template from the picker (the default is Quarterly Psychosocial Risk & Culture Report)
Optionally, give the report a custom name and description
Click Create to generate the draft and open it in the editor.
The report editor
The editor opens in Editing mode with the following layout:
Top bar: back arrow, Editing/Preview toggle, undo/redo, report title, status (Draft), Save, and Mark as Ready actions
Left sidebar: tabs for Elements, Text, Media, Templates, and Settings
Centre: the report content, paginated (Page 1 of N visible at the bottom)
Bottom right: page navigation and zoom controls
Adding elements to the report
The Elements tab in the left sidebar offers:
Tables: structured data tables drawing from your tenant
Charts: visualisations of metrics
Layout: page layout components
Data: dynamic data fields that pull from the tenant
Fields: report-specific fields (Reporting Period, Prepared by, etc.)
Drag elements onto a page or click to insert. Each element pulls live data from the tenant when the report is regenerated.
Adding text and media
Text tab: heading and paragraph text components
Media tab: images and other media you can upload or reference
Saving and marking as ready
While editing, click Save to persist progress. Reports remain in Draft state until you click Mark as Ready, at which point they move to Ready state and become exportable.
Once Ready, export the report in PDF or PPT format using the export action on the Reports page.
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