Report Forge Documentation
Report Forge is the governed reporting product for repeatable report blueprints, structured reporting editions, review history, and stakeholder-ready outputs.
Start here
- Report Forge overview
- Key concepts
- Create your first blueprint
- Create your first edition
- Publish and export a report
Deep documentation paths
| Path | Use it for |
|---|---|
| Tabs | Learn each Report Forge app surface and the actions available there. |
| Output Designer | Work through the ribbon, canvas, fields, build panel, format panel, filters, pages, and shortcuts. |
| Component Library | Choose and configure report components with binding, formatting, and export guidance. |
| Properties | Understand data binding, format tokens, conditional formatting, export support, and troubleshooting. |
| Tutorials | Build practical outputs such as dashboards, PDF board packs, table/matrix reports, and schedule-performance pages. |
Role paths
| Role | Recommended path |
|---|---|
| Report owner | Start with blueprints, editions, review comments, and export. |
| Project controls manager | Focus on report structure, component choices, and recurring reporting cycles. |
| PMO or admin | Review workspace setup, team roles, blueprint governance, and naming conventions. |
| Reviewer | Learn edition review, comments, evidence, and published outputs. |
Product boundary
Report Forge does not replace Planner schedule analysis. Use Planner to analyze schedule data, then use Report Forge when the organization needs a governed recurring reporting process and polished report packages.