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FAQ: Reports

What is a Comment Report in e-PlanVUE?

A Comment Report is an exportable XLSX document that compiles comments and markups from a selected file. Users can filter which comments to include and download the report for internal or external use.

Where can I access the Comment Report feature?

You can access Comment Reports from the Reports tab in the left-side navigation panel. It's the third item in the menu and is available to all user roles.

Why don’t I see any comment reports listed?

If no documents are available in My Workspace or Shared with Me, you'll see:

“No comment reports are available at this time.”

Ensure at least one document is available to proceed.

Can I select multiple documents to run a report on?

No. Currently, you can only select one document at a time to run a comment report.

What happens if I select the wrong document?

You can:

  • Click Cancel to reset your selection and return to Step 1.

  • Click the document name to reopen the file selector and pick a different file.

Is there a search bar to find my document?

Yes. A search bar is available in the “Choose a Document” modal, located in the top-right corner.

What if the selected document has no comments?

The system will check for comments after you click Apply in Step 1.

  • If comments are found, you’ll proceed to Step 2.

  • If none are found, a message will advise that there are no comments to generate a report from.

What filter options can I apply?

Before generating a report, you must choose one of the following:

  • All Comments

  • My Comments Only

  • Other User Comments Only

The “Generate Report” button stays disabled until a filter is selected.

Can I go back or cancel once I start?

Yes. From Step 2 (Filter Selection), you can:

  • Click Back to return to document selection.

  • Click Cancel to reset everything and return to Step 1.

What happens when I click “Generate Report”?

  • A spinner appears while the report is being created.

  • If successful, a modal appears with options to:

    • Download the report.

    • Close to restart the flow.

  • If unsuccessful, you’ll return to Step 1 with a message:

    “Report Generated Unsuccessfully. Please try again.”

What does the downloaded report look like?

The file is a .xlsx spreadsheet, saved to your Downloads folder.

Can I edit the report after downloading?

Yes. The downloaded Excel file is fully editable—you can change, copy, or remove content as needed.

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