Step 1: Open the Reports section
After logging in, click Reports in the left-hand sidebar.
Step 2: Find your report
You will see the Reports register, a list of every report your team has filed. Each row shows the report name, template, author, date filed, completion percentage, and status.
- Date filed: last 24 hours, 7 days, 30 days, or all time
- Status: Submitted or In progress
- Template: reports from a specific template only
- Author: reports filed by a specific person
Step 3: Filter to Submitted reports (optional)
To see only completed reports, click Submitted under Status in the filter panel.
Step 4: Open the report
Click anywhere on a report row to open it.
Step 5: Review the report content
Scroll down to see all the fields and answers the field worker filled in.
Step 6: Click Download PDF
At the top of the report, click Download PDF.
Step 7: The PDF downloads
The file downloads to your computer immediately. Your browser will show it in the usual way: downloads bar, notification, or bottom of the screen depending on your browser.
Tips
- You must open a report first before you can download it. There is no bulk PDF export from the list view.
- The conv ↗ button on each row in the reports list opens the originating AI conversation, not the report PDF.
- Reports with In progress status can be downloaded, but may have empty fields where the field worker has not yet answered.
- The ← Reports button at the top left of the report detail page takes you back to the full list.