Management & board reports

Build block-based reports, version them, share a read-only link, and export to PDF.

Where: /reports/management/:id/edit (block-based editor).

Create a report

1. Start a Board Report and fill in Report Name, Prepared For, and the Time Period (preset or custom). Prepared By auto-fills.
2. Click Start Report Wizard and work through the steps (e.g. Choose KPIs for the metrics section, Configure Financial Items for the financials section) — each shows live values and a preview.
3. Finish to open the editor.

Edit blocks

• Insert: click a grey + slot between sections or Insert block in the header, then pick a block type (KPI Table, Financial Table, Charts, Text…).
• Reorder: drag the ⋮⋮ handle or use the left outline panel.
• Modify: right-click a section for duplicate/delete/quick-add; click to edit its config.
• Format text: use the toolbar (bold, italic, links, alignment, lists).
• AI changes: if the AI proposes edits, review them in the strip at the top and Accept or Reject.

Header actions: Save (creates a version), Preview, Share, Download PDF, Versions, Settings, Back.

Versioning: Click Versions to see history (date, author, change summary), Revert, or compare two versions side-by-side.

Share & export

• Share → toggle Enable link, Copy the public URL (/shared/reports/:id, read-only, no login), or Revoke Access.
• Download PDF exports the report in clean A4 layout.