Reports

Overview

The Comment Report feature in e-PlanVUE enables users to generate and download detailed reports containing document comments and markups. This guide walks you through the complete process in four simple steps.

Navigation: Accessing Comment Reports

• Where to Find It: “Reports” is located as the third item in the left-side navigation panel of the e-PlanVUE interface.

• Who Can Access: The Reports menu is available to all users, regardless of role.

• Active State Styling: When selected, “Reports” is highlighted in green to indicate it is active.

• No Available Documents: If you don’t have documents in My Workspace or Shared With Me, you will see:

  “No comment reports are available at this time.”

Step 1: Choose a Document

1. Click on Reports in the navigation menu.

2. You will be prompted to select a document for the report.

   • Allowed: Select one document only.

   • Not Allowed: Selecting multiple documents.

3. If needed, you can search for a document using the search bar (top-right corner of the modal).

4. Click Apply to proceed or Cancel to reset and remain in Step 1.

5. If you want to reselect a document, click the document name again to reopen the file selection modal.

Important: The system will check the selected file for the presence of at least one markup/comment.

• If none found: A message will appear indicating that no comments exist to generate a report.

• If comments are present: You will proceed to Step 2.

Step 2: Apply Filter

1. Choose one of the following filter options:

   • All Comments

   • My Comments Only

   • Other e-PlanVUE User Comments Only

2. The "Generate Report" button is disabled until a filter is selected.

3. Once selected, the button will turn green.

4. You may also click:

   • Back to return to Step 1.

   • Cancel to reset and return to the beginning of the flow.

Step 3: Generate the Report

1. Click Generate Report.

   • A spinner will appear to indicate progress.

2. Outcomes:

   • Success:

     • A modal appears: “Report Created Successfully”

     • Options:

       • Download: Save the report to your Downloads folder.

       • Close: Returns you to the beginning of the report flow (Step 1).

   • Failure:

     • The screen resets to Step 1.

     • A message appears:

       “Report Generated Unsuccessfully. Please try again.”

Step 4: Download the Report

• The report is generated in XLSX format.

• It is saved to your computer’s Downloads folder.

• All data is 100% editable once opened in Excel.

Summary of Key Rules