Scope Items Reports Updated
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