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The Reports section of the dashboard shows all completed, submitted reports from your team. You can filter by date, template, and user to find exactly what you need.

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Getting to Reports

In the left-hand sidebar, click Reports. The reports table shows the most recent submissions at the top by default.

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Filtering reports

Use the filter controls above the table to narrow down the list:
  • Date range: show reports submitted within a specific period.
  • Template: show only reports created from a particular form template.
  • User: show reports submitted by a specific team member.
You can combine filters. The table updates as you apply them.

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Reading a report

Click any row in the table to open the full report. The detail view shows:
  • All form field values as the field worker filled them in.
  • Any photos attached to image fields (click a photo to view it full size).
  • The date, time, and user who submitted it.
  • A link to the original conversation if you want to see the AI chat that generated the report.

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Searching

Use the search bar at the top of the reports table to search across report content. Searching looks at field values, so you can find reports by things like job location, asset tag, or any other text a field worker entered.