Document Building - Navigate the Home Screen

Report is an easy-to-use but powerful publishing solution for plans and documents of any sort produced through ClearGov applications. Let’s begin to build and publish a document by learning how to navigate within the Report solution.

Note: You can click on any image below to zoom in. 

The Home Screen

1. The Report Solution will display all modules within it including: Digital Financial Reports, Digital Budget Books, CIP Documents, and Custom Documents.  Select the module you want to work in to create your document.
2. The Document table contains any created document under the selected module. Here you can take several actions:
   1. Archive documents.
   2. Toggle on the ability to make a document Visible to Public.
   3. Select the Action icon to edit, clone/duplicate, view the web version of your document, and copy the link to the web URL. 

Saved Report Table

Above we covered several actions that can be taken for each document. Below will go through a few best practices. 

Accessing Saved Documents

1. You may view documents via list or card view. Simply toggle the view that works best for you.
2. If you have a large list of documents use the search boxes to search on name or document type
   1. Select the Name of the document you wish to view or edit.
   2. You may also filter documents.