Scope Items Reports Updated

17 February 2026
1 min read

We’ve restructured the Scope Item Reports and upgraded the reporting engine to a modern, scalable PDF layout solution (QuestPDF).

Key improvements

  • Standardized report types:

    • One format for workflows (step-based)

    • One format for all other items (section-based)

  • Updated report ordering dialog

  • Images and attachment links are now always included

  • Closed sections are no longer included

New: Saved PDF Snapshots

The concept of Saved PDF Snapshots is now visible to users. You can:

  • Open an existing snapshot

  • Generate and save a new snapshot

  • Preview a report without saving

Please note: A snapshot must be created in order to distribute a report via email. Snapshots also serve as an archive.

These changes provide a more consistent structure, improved usability, and better control over report distribution