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Create a report

  • Create a report

This guide explains how to create a report in Shoreline when a report template has already been defined for your site. It covers the full flow from opening the Reports list to saving a complete report, including how to add and copy rows section by section.

If you need to create a template first, see Create a report template. For a broader overview of the module, see Reporting Module Guide.

Overview

Reports in Shoreline are always based on a report template. The template controls which sections appear, which fields are available, and which approval and distribution settings apply. When you create a new report you choose the site, date, and template, complete the enabled sections, and save.

Most sections can pull data from existing Shoreline records (activities, adverse events, manpower, weather, work orders, inventory) so you rarely need to type information twice. Several sections also let you copy data from a report you already created for a previous date, which is useful when the same activities or events span more than one reporting day.

Prerequisites

Before you start, make sure that:

  • You are online. Creating, editing, copying, locking, and approving reports all require an internet connection.
  • You have the Create reports permission for the site you want to report on.
  • A report template already exists for the type of report you want to create. If it does not, ask your administrator or follow Create a report template.
  • The activities, manpower, work orders, and adverse events you want to include have already been entered for the report date. Reports pull from these records.

Where to find it

  1. Open the main menu.
  2. Go to Reports.
  3. Select List.

The Reports list shows every report for the sites you have access to, with columns for date, site, template, status, and version. Use the filter and column settings to narrow the view if needed.

How to create a report from a template

Step 1: Start a new report

  1. On the Reports → List page, click Add New in the upper-right corner.
  2. The report setup dialog opens.

Step 2: Choose the setup details

Complete the required setup fields. The fields shown depend on your company configuration.

  • Site — the site this report covers.
  • Report date — the day the report covers.
  • Report template — pick the template that matches the type of report you want (for example Offshore Wind Daily Report or Maintenance Activity Report). The template determines which sections appear next.
  • Work package — required if your company uses work-package-based reporting.

Step 3: Apply report filters

After picking the template, you can narrow the report data by:

  • Departments
  • Teams
  • Transports
  • Work packages

Only activities, adverse events, and manpower matching these filters will be available in the report. Set filters carefully — changing them later can remove rows you have already reviewed.

Step 4: Open the report

Confirm the setup. Shoreline creates the report in Draft status and opens the report editor. You will see only the sections that the chosen template has enabled.

Step 5: Complete each section

Work through the sections from top to bottom. For each section you can typically:

  • Add new rows manually.
  • Add existing Shoreline records (for example, available activities or adverse events for the date and filters).
  • Edit a row inline.
  • Exclude a row from the report without deleting it.
  • Delete a row.
  • Bulk edit rows where supported.
  • Upload attachments.
  • Add remarks.
  • Copy a single row, or copy the whole section from another report (supported on several sections, including activities and adverse events — see below).

While the report is in Draft, Shoreline can refresh live and calculated data when the report is opened, and it will notify you when new or changed data is available for review.

Adding adverse events and activities

In the Adverse Events and Activity sections you can:

  • Click Add new to create a new entry from scratch.
  • Click Add existing to pick from adverse events and activities already recorded for the report's site, date, and filters.
  • Click the Copy icon on any existing row to duplicate it as a new adverse event or activity. Shoreline assigns a fresh unique ID and adds the duplicate to the section — useful when a multi-day  event needs to appear on more than one report, or when several events share most of the same metadata. Update the Date, Start time, End time, and other fields on the copied row so it reflects the conditions it applies to.
  • Use Copy section from another report at the bottom of the section to bring across all adverse events or activities from a previous report for the same site. If the section is filtered by work package, only matching events are copied. Each copied event becomes its own record with a new unique ID — review and adjust the dates and times after copying.
Step 6: Save the report

Click Save at the bottom of the report.

The report stays in Draft until you send it for approval, approve it, or lock it. At that point Shoreline creates a snapshot of the report so the reviewed version is preserved.

Tip: Prefer Copy section from another report when you only need one section's data carried over. Use the row-level Copy action for one-off duplicates. If most of the previous day's report applies again, use Copy report from the Reports list to copy the whole report and then trim what does not apply.

Important: Copying an adverse event (or any other row) creates a new record in Shoreline — it does not link the reports together. Always update day-specific fields on the copied rows.

Review and finalize the report

Before sending the report onward, review every section that holds live or calculated data, including any section where data was copied.

  1. Reopen the report from Reports → List.
  2. Check copied rows for any dates, times, or values that still need updating.
  3. Check sections such as Activity Summary, Adverse Events Summary, and Time spent per technician that calculate totals — these may recalculate when the report is opened.
  4. Review any messages Shoreline shows about new or changed data.
  5. Save the report.

When the report is ready, you can:

  • Send for approval — assign a manager or approver.
  • Approve or Reject — if you have the approver role.
  • Lock — finalize the report for distribution.
  • Download / Email — distribute the PDF or Excel version.

A snapshot is created when the report leaves Draft, so the reviewed version is preserved even if underlying activities or adverse events change later.

Best practices

  • Pick the report template that matches the work — different templates surface different sections.
  • Apply filters (site, work package, departments, teams, transports) before you start completing sections so the available data is already narrowed down.
  • Use the row-level Copy action or Copy section from another report instead of re-typing rows that already exist on a previous report.
  • After copying, always update the Date, Start time, End time, and any field that is day-specific.
  • Use Exclude instead of Delete when a row should not appear on this report but is still valid in Shoreline.
  • Save often. Reports do not autosave between fields in every section.
  • Review calculated sections (summaries, time-per-technician) after every change, even after just unlocking a report.

Troubleshooting

The template I want is not in the dropdown

  • Check that the template is active and assigned to the site you selected.
  • Confirm you have permission to use that template.
  • Ask your administrator if the template is restricted to specific work packages or roles.

A section is missing from the report

  • The section is not enabled in the selected template — open the template and enable it.
  • The required feature flag is not active for your company — contact your Shoreline administrator.
  • The section depends on data you have filtered out — review the report filters.

Copy section or Copy row is greyed out

  • Confirm you are online. Copy actions require an internet connection.
  • Confirm you have the Create reports or Update reports permission.
  • For section-level copy, confirm there is at least one saved report for the same site to copy from.

I copied rows but cannot see them in the report

  • Check that the section is enabled in the report template.
  • Check the report filters — copied rows that do not match the active work package or team filters may be hidden.
  • Confirm the section was not collapsed in the report editor.

Downtime values look wrong on a copied adverse event

Downtime in hours and downtime in man-hours are recalculated from the event's Start time, End time, and Affected manpower. Update these fields on the copied event and the calculation will refresh.

The report shows old data after I locked and then unlocked it

Locked, approved, and pending reports use a saved snapshot. Once you unlock the report it returns to Draft and can refresh live or calculated data, but Shoreline does not automatically add new activities or adverse events. Review the in-app messages about new or changed data and add what you need manually.

Frequently asked questions

Does copying a row link the two reports together?

No. Each copy creates a separate record with its own unique ID. The reports are independent.

Can I copy adverse events from a report on a different site?

No. The copy-section dialog only lists reports for the same site.

Can I copy from a locked or approved report?

Yes. You can use any saved report from the same site as a source, regardless of its status. The source report stays unchanged.

Will copying overwrite the rows already in my report?

No. Copied rows are added alongside existing ones. Review the section after copying to remove duplicates if needed.

Can I undo a section copy?

There is no single undo action. Open the copied rows and delete or exclude the ones you do not want, then save the report.