Creating a document site report

You can create and export a site report and/or save it as a template.

  • The coordinator drop-down changes the name on the report.
  • Output type lets you choose between PDF, ODT (open doc text format), and DOCX (MS Word format).
  • Template lets you select between the SoundBase default templates. You can create your own template but that it currently outside the scope of this help document.
  • Manage report content lets you choose what to include in the report.
  • View PDF before saving will open a PDF in another browser window rather than automatically downloading to your computer. This allows you to print without cluttering your downloads folder more easily.
To create a new report:
  1. In the site bar of the Project management area, click the button.
  2. Click on Document Site Report.
    A new form opens.

  3. From the drop-down menus, select your preferred options and choose the content you want to include in your report.
  4. Click on Create Report.
A new site report has been created.