This guide explains how to add files and forms from across your portfolio to a report. You'll learn how to search, filter, and select content from multiple projects to create comprehensive reports tailored to your requirements.

From the ticket view screen, click the blue square button on the bottom right of the screen to open action options.

Click Report Builder to open the configuration screen,

From here you can 'Add' a Front Cover, table of contents and Cover Sheet sections.

Hover over the required section, then click the (+) icon to add modules to start adding content and building your report.

If you'd like to keep this panel visible, click the pin icon in the top right.

Click "Add" to include new elements or sections into your report structure.

Select Add to include a Cover Sheet, creating separate sections within your report and allowing you to customise the text, styling, and images for each section.

Complete the title and subject fields, choose a cover page layout, and then press Save to continue.

Click Generate to create a preview of the PDF. Please allow a moment for larger reports to load.

You can download your report or attach the PDF copy to the main ticket.

Once you close the previous screen, you can save this setup as a template to quickly reuse the same report configuration next time.

Using the fu3e Report Builder, you can quickly create comprehensive reports by bringing together content from across your portfolio, helping to streamline and standardise your reporting process.