Documentation
CasesCase Management

Reports

Generate, upload, preview, approve, and download case reports.

Reports stores files produced from case data or uploaded from outside SandsBytes.

Reports tab

Generate a report

  1. Click Create.
  2. Select a template from Settings → Templates.
  3. Enter a report name. A password is optional. The name can use Jinja syntax.
  4. Submit. Generation is asynchronous.

Create report

Shipped templates include PDF and DOCX, including Arabic variants. Category is CASE_REPORT.

Other actions

ActionPurpose
ShowPreview a stored report.
UploadAttach a report produced outside SandsBytes.
DownloadSave the file locally.
ApprovedMark the report as reviewed.

Columns include type, password, size, and author.

See Generate a report and Templates.