Create a report

Reports can be assembly reports, hours reports, or custom forms (e.g. inventory). You attach them to a Mission; on the Case you see them bundled.

⚠️ Note: Reports are usually tied to a scheduled Resource. Schedule a Resource on the Mission first.

How to create a report

1. Open the Case or the Mission directly.
2. Switch to Reports.
3. Click Add.
4. Choose the report type (e.g. assembly / hours report).
5. Fill in the fields and save.

ℹ️ Info: Templates and form fields are maintained administratively. Master data from Case, company, or contact may be prefilled.