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How to Use Report Templates in CrewBox

Build your report format once; reuse it for every project and every week.

Save a Template

  1. Build a report the way you like it — cover elements, sections, headers/footers, layout settings (guide).
  2. Open the report editor's overflow menu and choose Save as Template.
  3. Name it (e.g. "Weekly Progress", "Safety Walkthrough", "Closeout Package").
Project Reports tab with a From Template button beside New Report

Tap From Template on the Reports tab to start a new report from one of your saved templates.

The template stores the report's structure and settings — new reports created from it pull fresh photos from whichever project you're in.

Create a Report from a Template

  1. Project → Reports tab → From Template.
  2. Search or scroll the template picker and select one.
  3. A new report opens pre-structured — add this period's photos to each section and generate.

Manage Templates

Delete outdated templates from the template picker. Duplicating an existing report (Reports list → overflow → Duplicate) is another quick way to iterate a format.

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