Reports ​

Reports turns an assessment into a formal deliverable. Create a report from an assessment, edit its sections in the rich editor, preview the result, save/export it and share it with the right people.

Assessment Reports tab — completed report cards, New report and Bee report-generation history

  1. Reports tab — every assessment keeps its own report list beside its files, costing and chat.
  2. New report — start from a template or create a report for the assessment.
  3. Report cards — title, age, UID and status such as Draft, Processing or Completed.
  4. Bee history — generation, validation and PDF rendering messages remain visible in the docked assistant.

The global Reports page provides the same report library across assessments.

Report Library ​

The library groups reports by title, source assessment, UID, age and state. A completed report is ready to open, preview, save or share; a processing report is still being generated; a draft remains editable.

Report generation can include the full line-item hierarchy, priced leaves, group subtotals, assessment totals, terms and disclosures. Bee reports the report UID, PDF file UID and page count when it renders a PDF.

Report Editor ​

Open a report card to enter the editor.

Report editor — Report/Files/Settings tabs, rich-text toolbar, priced schedule section, Preview, Share and Save

  1. Report / Files / Settings — switch between document editing, source files and report settings.
  2. Title and status — the header shows the report name, source path, Ready/Saved states and edit title control.
  3. Formatting toolbar — bold, italic, underline, headings, lists, alignment, Insert, voice input and Bee-assisted actions.
  4. Sections rail — reorder sections, select a section and add new sections.
  5. Document canvas — edit the selected section; the sample priced schedule explains its currency, hierarchy, leaves, subtotals and total.
  6. Preview / Share / Save — check the rendered document, share it, or persist edits. Refresh and overflow actions are also available.
  7. Bee / Media panel — ask Bee about the report or switch to media while editing.

Reports are rich text, not just a PDF download. Save after editing, then Preview before sending.

Sharing ​

Report Share dialog — add people, roles, restricted access, email sharing, Copy link and Done

  1. Add people by name or email — share with a person or team member.
  2. Current members — see each person's name, email and role; your own OWNER row is visible.
  3. Access mode — Restricted means only people with access can open the link. Use the selector to change the mode where allowed.
  4. Send via email — enter a recipient and optional message, then Send.
  5. Copy link / Done — copy the link for another channel or close the dialog.

Share links use the same Google-Drive-style access model for reports and records. Public/restricted choices should match the sensitivity of the assessment.

Templates ​

Report generation is template-driven. Upload a PDF, Word file or spreadsheet to extract a reusable layout, or create a template from scratch. Templates can be personal or company-shared.

Templates — extract from file, template library and terms/disclosures

  1. Extract from file — turn an existing report format into a reusable template.
  2. Template cards — format, description, edit and delete actions.
  3. Terms & disclosures — versioned blocks that can be inserted into reports; terms can open on their own page and disclosures can sit beside schedule totals.

Export and Validation ​

  • Preview before sending.
  • Save the edited content.
  • Export generated reports to PDF or HTML.
  • Use the report UID and PDF file UID when troubleshooting a render.
  • Read Bee's verifier messages: a PDF can render while still reporting a failed validation request, so inspect the warning rather than assuming the job is complete.

Next ​