How to create a report template

Report templates let you standardize the structure and content of reports. By creating templates, you can keep reporting consistent across teams and ensure reports include only the sections and fields that matter to your operations.

Prerequisites

You must be online to access report template settings.
You need the correct permissions to create and manage report templates.

Accessing report templates

Open the Reports section from the main menu.
Select Report Settings or Report Templates.
Review the list of existing templates.

Creating a new report template

Step 1: Start a new template

Click Add New (plus icon) in the upper-right corner.
A modal opens with the report template editor.

Step 2: Configure general information

In the General tab, set the template’s basic details.

Template name

Enter a clear, descriptive template name (required).
This is the name users will choose when creating a report.
Examples: Offshore Wind Daily Report, Maintenance Activity Report.

Signature fields

Configure the labels that appear on generated reports:

Signature Left: label for the left signature line (for example, Site Supervisor)
Signature Right: label for the right signature line (for example, Operations Manager)

Step 3: Select report sections

Choose which sections appear in the report by enabling/disabling predefined sections.

Activity sections

Generic Activity – general activities performed during the reporting period
Primary Activity – main critical path activities
Parallel Activity – activities running concurrently with primary work
Planned Generic Activity (Today) – planned work for the report date
Planned 120 Activity – lookahead planning activities

Work and progress sections

Work Order Progress – snapshot of the work order progress dashboard
Activity Summary – aggregated overview of completed activities
Component Status / Components Complete – completion status of major components
Component Inventory / Received Main Components – tracking of received materials

Safety and events sections

Adverse Events Summary – safety incidents and adverse events summary
EHS Events Summary – Environment, Health & Safety events summary
Adverse Weather Summary – weather-related delays or impacts
Weather Downtime per Transport – weather impact by transport operation

Resource and tracking sections

Consumption – resource/material usage tracking
Non-conformance Reporting – quality issues and non-conformances
Engineering/Technical Issues – technical challenges encountered

Documentation and overview sections

Site Overview – snapshot of current site overview and status
Remarks – general comments and observations
Internal Remarks – internal-only notes
Append Weather File – attach weather data files
Report Attachments – supporting documents
Additional Attachments – extra files and documentation

Configuring each section

For each section you include:

Enable it using the checkbox.
Rename the section (optional) so it displays with your preferred wording.
Expand the section to see its field configuration.
Choose fields to include:
- Select/deselect optional fields.
- Rename field labels if needed.
- Some core fields (for example Activity description or Work description) may be required and cannot be disabled.

Tips for section configuration

Enable only what you actually use to keep reports clean and fast to complete.
Pick activity sections that match your workflow (generic vs. primary vs. parallel).
Use consistent naming so templates align with your organization’s terminology.
Section order controls how content appears in the final report.
Site Overview and Work Order Progress capture snapshots at the time of report creation, preserving dashboard state.

Step 4: Configure approvals & distribution (if available)

If your system includes an Approvals & Distribution tab, you may be able to:

Set approval workflows
Configure email distribution lists for automatic delivery
Define reviewers and sign-off requirements

Step 5: Save your template

Review your configuration.
Click Save at the bottom of the modal.
Confirm the new template appears in the template list.

Editing an existing template

In the template list, find the template you want to update.
Click Edit next to the template name.
Make changes in the modal editor.
Click Save.

Note: Updates affect future reports created with the template and do not change existing reports.

Deleting a template

Select the template from the list.
Click Delete.
Confirm deletion.

Important: You cannot delete a template if it is currently used by any reports. Reassign or delete those reports first.

Best practices

Use descriptive template names so users pick the right one quickly.
Start simple and add sections over time.
Choose activity types that match how your team works.
Include safety/EHS sections if your reporting requires it.
Use snapshot sections intentionally: Site Overview and Work Order Progress preserve dashboard state at report creation time.
Test by generating a report from the template before rolling it out.
Standardize templates across similar projects.
Review and update templates periodically.
Rename fields to match your team’s terminology.

Troubleshooting

Can’t access Report Settings

Confirm you are online.
Verify you have the required permissions.

Template won’t save

Ensure the template has a name.
Confirm at least one section is enabled.

A section is missing

Some sections may depend on feature flags or organization settings.
Contact your administrator if you need additional sections enabled.

Site Overview or Work Order Progress doesn’t show current data

These sections capture a snapshot at report generation time.
Make sure dashboards are up to date before creating the report.
The report reflects the dashboard state as it appeared at creation.

Next steps

After creating the template:

Use it for new daily progress reports.
Train your team on which template to use for different situations.
Gather feedback and refine templates over time.

For help with report templates, contact your system administrator.