> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Create and Customize Project Reports

## Overview: create and customize project reports

The Reporting module lets you build, update, and regenerate project-specific reports by combining your own content with live data, graphs, files, and attachments, which is used for QA and progress documents or formal final reports that follow ASHRAE Guideline 0, ASHRAE Standard 202, or LEED certification requirements.

For placeholders, see [Create and Replace Custom Fields in Reports](https://help.cxplanner.com/en-us/article/create-and-replace-custom-fields-in-reports-n00lsl/). For flowcharts, see [Create and manage flowcharts in reports and Cx-Plan](https://help.cxplanner.com/en-us/article/create-and-manage-flowcharts-in-reports-and-cx-plan-1172bxv/).

* Your role can be any project role once Reporting is active.
* You can find the menu at **Reporting** in the left sidebar.
* This changes report content and PDF exports. An exported PDF is a snapshot at export time.

## How to create a new report

1. Open the **Reporting** module in the left sidebar. If it is not visible, activate it in the project modules.
2. Choose one of: add a completely new report, import a template from the **Template Center**, open an existing report, or clone an existing report to reuse the layout.

![Screenshot: Reports overview in the Reporting module](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_78uui0.png)

## Report structure and sections

### Report details

Store metadata such as report name and category. This information is for internal tracking only and is not included in the exported report.

![Screenshot: Report details metadata fields](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_12fs1nf.png)

### Cover page

Design the report front page with a title, subtitle, and optional info boxes.

![Screenshot: Cover page designer](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_xucxp7.png)

### Custom content

Write formatted text with rich styling, including headings (used in the automatic table of contents), paragraphs, page breaks, fonts, and formatting options.

![Screenshot: Custom content rich text editor](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_1o5bagw.png)

### Charts and CxPlanner elements

Build visual dashboards with charts, lists, and statistics.

* Drag and drop elements into your layout
* Use **Data filters** to focus on specific systems, dates, or checklists
* For checklist filters, use the checklist ID from the URL
* Do not mix incompatible chart types (for example commissioning and site inspection) in one block

![Screenshot: Charts and elements layout](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_twsl2d.png)

### File groups

1. Add a new file group.
2. Assign it a name.
3. Add files directly from the file module.
4. Rearrange files by dragging them.

For example, you might add FPTs to one group and ISTs to another.

![Screenshot: File groups section](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_3s40u0.png)

### Appendices

Attach CxPlanner-generated reports and overviews:

* **Overview** - list of all completed checklists
* **Reports** - compiles reports performed across the project

![Screenshot: Appendices section](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/image_uvmvr1.png)

### Update and regenerate a report

1. Open the existing report from the **Reporting** module.
2. Make changes to any section (custom content, charts, file groups, appendices).
3. Export or download the report again to produce an updated version.

|| The exported PDF is a snapshot taken at export time. Editing the report afterward does not update files you already downloaded. Re-export to get a version that reflects your changes.

## Video guide: build reports

${frame}[Video guide](https://www.loom.com/embed/2ccca9dc0ac1423a8baab350f838488f)

## Results: report components

| Report component | Description |
|---|---|
| Report details | Internal metadata; not shown in final output |
| Cover page | Front page of the report |
| Custom content | Formatted free text with table of contents generation |
| Charts and elements | Drag-and-drop layout with filtering options |
| File groups | Organize project files by topic or type |
| Appendices | Structured project reports and documentation |
| Template support | Reusable layouts across projects or teams |

## Troubleshooting: create and customize project reports

| Problem | Cause | Solution |
|---|---|---|
| Cannot see Reporting module | Module not activated in the project | Enable Reporting in **Project Settings** - **Modules** |
| Charts not showing expected data | Mixed chart types, or missing checklist filters | Apply the correct filters, or split incompatible charts into separate sections |
| Table of contents missing | No headings used in custom text | Use heading styles for section titles in custom content |
| Files not showing in report | Files not added to a file group | Add files manually under the correct file group |