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Creating and Managing Reports

You create and edit client reports from Portal Audits, not from a blank canvas. Each completed audit gets at most one report. Opening it later keeps the modules and settings you already tuned.

Where to start: Portal Audits list

Open Portal Audits. On each completed audit, next to Public Link, you will see one icon:

  • Plus — Create client report when that audit has no report yet.
  • Pencil — Edit report when a report already exists.

That list is the front door. /reports/ still lists reports and can open New Report, but it is secondary. Prefer the plus / pencil on the audit so the report is pinned to the right snapshot.

If you click create on an audit that already has a report, HubCreate opens the existing one instead of making a second copy.

First Create: seeds from Select Reports

The first Create for an audit:

  1. Pins the report to that completed audit snapshot and client account.
  2. Seeds a cover, contents, executive summary, and key findings.
  3. Adds content modules that match the audit’s Select Reports checkboxes (Technical, Traffic, Workflows, Marketing Contacts, Sales Automation, and so on).
  4. Opens the Report Builder.

If Select Reports was empty or only unrecognized keys, HubCreate falls back to a full-portal starter layout. You can still remove or add sections in the builder.

Reopening / editing does not re-seed

The pencil (or create-from-audit when a report already exists) opens the current report. It does not rebuild modules from Select Reports again.

That means:

  • Toggles, Users limits, top-N values, and section order you saved stay as you left them.
  • Changing Select Reports on a new audit request does not rewrite this report.
  • Re-running a Portal Audit creates a new snapshot. Settings → Source audit can point at a different completed audit; that updates the data the report reads, and still does not re-seed the module list.

Report editor overview

The builder is a three-pane partner editor:

  • Preview canvas — letter-sized sheets (cover, chapters, contents) so what you edit looks like the PDF.
  • Module list (Report / Add) — the outline of sections. Drag to reorder, open a section to configure it, or add / remove modules.
  • Settings — report name, pinned source audit, optional workflow map (for map-only Workflow Health modules), branding (accent, Prepared by / Prepared for, footer). Logos come from organization and client account settings, not from a share box.

The header has Settings, Generate PDF, and Save. There is no Builder Share control. Use the canvas while you edit; use Generate PDF for the file you send.

Each audit-backed module has Content and Display controls (show_, limits, top-N). Nested options gray out when their parent toggle is off. Show About this section* (on by default) adds the quiet explanation callout in preview and PDF.

Saving, conflict handling, and regenerating after audit changes

  • Save keeps the report. Module Apply writes that section’s config; the header Save marks the report ready to keep.
  • Another tab — if the report changed elsewhere, HubCreate stops the write with Report was modified in another tab. Please reload. Reload, then continue so you do not overwrite a teammate’s edit.
  • After the audit changes — preview and PDF always read the currently pinned snapshot. A new audit run does not retarget this report. To use a newer snapshot, pin that completed audit in Settings (modules stay as configured). Then Generate PDF again.

Typical workflow

  1. Finish a Portal Audit (Select Reports already chose what to collect).
  2. On the Portal Audits list, click Create client report.
  3. In the builder, hide empty subsections, set the Users limit, and check Workflow Issues reads as counts.
  4. Review the canvas the way a client will see the PDF.
  5. Generate PDF, wait for the download, and skim the file.
  6. Share the audit Public Link with the client, and send the PDF as the keepable readout.