Creating a report

This article will explain how you can create a report, download, or print it. At the end of the article, you will find a video tutorial.

You can create a report by navigating to the Reports tab. Once you are in the reports follow the next steps:

  1. Click the New report button in the upper left corner
  2. Select one of your projects
  3. Under Choose tasks tab select which project/experiment/task would you like to include in the report.
  4. Under Choose content tab, select what information from these tasks would you like to include (protocol steps, results, activity, assigned inventory items, or electronic signatures), which information from the protocol step would you like to include and what results would you like to include in your report.
  5. Click Add

In order to download the report in .docx or .pdf file format, click the Download button and choose DOCX Report or PDF Report. If you prefer to print it our click the Print button as seen in the image below.


You can watch a video tutorial on how to create and work with the reports below. 

If you have any additional questions, please, do not hesitate to contact us at For more information about the Premium plans, please request a quote.