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How to Create an Edition

An edition is a reporting cycle instance created from a blueprint. Each edition captures data for one reporting period (e.g., a monthly progress report for April 2025). After data entry and internal review, the edition is used to generate the final published output.

Creating an edition in Report Forge

Before you start​

  • A published blueprint must exist.
  • You need the Contributor or Admin role in your project.
  • Have the reporting period and key dates ready.

Step 1: Open the Editions list​

  1. Navigate to Report Forge and select your project.
  2. Click the Editions tab.
  3. Click + New Edition.

Step 2: Configure edition settings​

FieldDescription
BlueprintSelect the blueprint this edition is based on.
Edition nameA descriptive name for the reporting period (e.g., "April 2025 Monthly Progress").
Reporting periodThe start and end date of the reporting period.
Data dateThe schedule data date (as-of date) for this report.
Report dateThe official report issue date.
AssigneesThe contributors responsible for filling in section data.
Due dateDeadline for data submission.

Click Create Edition to proceed.

Step 3: Enter data (Grid mode)​

Grid mode is the default data entry interface. Sections appear as a structured form:

  1. Navigate to the edition and click Enter data.
  2. Each section appears as a panel. For single-entry sections, fill in each field.
  3. For repeating-row sections, each row represents one record (e.g., one activity, one issue):
    • Click + Add row to add a record.
    • Fill in all required fields per row.
    • Use Import rows to bulk-import from CSV or Excel.
  4. Required fields are marked with an asterisk; save is blocked until they are complete.
tip

Use Form mode (toggle at the top of the section) for a larger, guided entry interface for complex sections with many fields.

Step 4: Attach supporting files (optional)​

On any section with a File upload field:

  1. Click Attach files on the field.
  2. Upload supporting documents, photos, or evidence files.
  3. Uploaded files are linked to the edition record and are accessible to reviewers.

Step 5: Review narrative fields​

For Rich text fields (e.g., Executive Narrative, Key Issues), use the rich text editor to:

  • Format text with headings, bullets, bold, and italic.
  • Paste from Word with formatting preserved.
  • Insert inline images or tables.

Step 6: Save and submit​

  1. Click Save at any time to save progress without submitting.
  2. When all required fields are complete, click Submit for review.
  3. The edition status changes to In review.

Step 7: Respond to review comments​

If a reviewer requests changes:

  1. You will receive a notification.
  2. Open the edition and click the Review comments badge.
  3. Review each comment and update the affected field.
  4. Click Resubmit when changes are complete.

Step 8: Generate the output​

Once the edition is approved:

  1. On the edition detail page, click Generate output.
  2. Select the output template.
  3. Report Forge renders the output using the edition's data.
  4. Download or share the generated output.

Edition lifecycle summary​

StatusDescription
DraftCreated but not yet submitted. Data entry is in progress.
SubmittedSubmitted for review. Data is read-only until changes are requested.
In reviewReviewer is actively reviewing. Comments may be raised.
Changes requestedReviewer has requested corrections. Contributor must resubmit.
ApprovedEdition data is approved. Ready to generate outputs.
ClosedReport is finalised. No further changes permitted.