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Generate a Report

Last updated on Feb 25, 2026

The Create New Report wizard guides you through three steps to generate a report from the messages captured for a specific project and date range.

8.1 Report Configuration (Step 1)

In Report Configuration, define the basic parameters of the report:

  1. Project*
    Select the project you want to report on. This determines which messages will be available in the next step.

  2. Template*
    Choose the report template that will be used to format the final output (for example: Energy Report Template).

    Templates control the layout and content structure of the generated report.

  3. Date Range*
    Select the start and end dates for the reporting period. Only messages within this range will be considered.

  4. Output Format*
    Select the format for the generated report (for example: PDF).

  5. Click NEXT to continue to message selection.

If any required field (*) is missing, you won’t be able to proceed.

8.2 Message Selection (Step 2)

In Message Selection, choose which messages will be included in the report.

  1. Message Scope

    TAGGED ONLY: Show only messages that have tags.

    ALL MESSAGES: Show all messages from the project in the selected date range.

  2. Message Type Filters

Use the tabs to filter the message list:

ALL, TEXT, IMAGE, AUDIO, VIDEO, DOCUMENT

  1. MesSearch Tags

    Use the Search Tags field to quickly locate messages associated with specific tags (especially useful when using TAGGED ONLY).

  2. Select Messages to Include

    Use the Include checkbox on each message row to select it for the report.

    You can also use Select All to include all currently filtered messages.

  3. Validation / Requirement

    You must select at least one message before you can proceed to the next step. If no messages are selected, the wizard will show a warning and block continuing.

  4. Click NEXT to move to the preview step once your selection is complete.

8.3 Preview & Create (Step 3)

In Preview & Create, review what will be generated before producing the report.

Report Preview Summary

  1. The preview screen displays:

    Date Range (start and end timestamps)

    Format (for example: PDF)

    Template (the selected template name)

  2. Selected Messages by Tag
    A table summarizes selection results by tag:

    Tag: tag name

    Messages Selected: how many messages were included for that tag

  3. Actions

    Click PREVIOUS if you need to adjust configuration or message selection.

    Click CREATE REPORT to generate the report using the chosen template, date range, and selected messages.