If you're editing a report with your team, you want to be able to collaborate on versions, edits, and updates. With collaboration tooling in the editor, you can.
Commenting in the Report Editor
Leave Comments and Assign Tasks
To leave comments in the report, simply navigate to the project you'd like to comment on.
- Click Report in the navigation tab.
- Make sure you're on the Preview pane in the Report window.
- Highlight text and select Add Comment.
- Leave your comment.
- Assign a Task (Optional): Click on Assignee to assign the comment to yourself or a project member. This turns the comment into a trackable task and sends a project notification to the assigned user ("You were assigned to a report comment").
- Set a Due Date (Optional): Click Select Due Date to open the calendar and set a deadline for the comment.
Comments will show up on the report and in the comment tab.
View and Filter Comments
Click the Comments icon (speech bubble) at the top of the report window. It will open a pane with all comments on the report.
Filter: Use the dropdown menus at the top of the pane to filter the comments by Reporter, Status (Open or Resolved), and Assignee.
Navigate: Click View Comment under any item to navigate directly to the relevant section of the report.
Resolve, Edit and Delete Comments
By default, active comments have an Open status. You can manage them directly from the comments pane or the report preview.
Resolve: Click the Open button on a comment and select Resolved from the dropdown. Resolved comments are closed but kept in the Comment pane for later review.
Edit / Delete: Click the ... icon next to a comment to edit your text or delete the comment entirely.
Re-open: To re-open a closed comment, simply change its status from Resolved back to Open.
Version History and Change Review in the Report Editor
The Version Changes tab shows version history and changes. Recent additions are highlighted in green. Recent deletions are highlighted in red.
- Navigate to the report you're editing.
- Click Version Changes in the Report Menu.
- Review all recent changes.
Hopefully these collaboration tools help you as you write and edit reports across your team!