Overview
Reports are where work comes together in Trebellar. They act as the primary output for analyses, scenarios, and planning workflows created across the platform, making it easy to review insights, share findings, and move plans toward alignment and approval.
Reports are typically used when you’re ready to turn analysis and planning work into a shareable artifact for review, feedback, or approval.
Finding Reports
Use the available tools to quickly locate the reports you need:
Search: Find reports by keyword, such as a location name, scenario, or time period.
Filter: Narrow results using available filters, such as report type or date range.
View options: Switch between List View and Grid View to change how reports are displayed.
Understanding Reports
Each report includes the following information:
Project Name: The report title.
Owner: The user who created the report.
Last Updated: The most recent modification or generation date.
Favorites: Star reports to mark them as favorites. Favorites are user-specific and help you keep track of reports you reference often.
Reports can be sorted by clicking the column headers.
Managing Reports
Depending on your permissions, you can:
Open reports: Select a report to view its contents.
Edit or remove reports: Use the three-dot (⋮) menu to rename or remove a report. Editing permissions are controlled by your organization’s user settings and typically apply to the report creator.
Editing and Refining Reports
When you open a report, you can edit it directly. Reports are designed to be living documents that evolve as analysis progresses and feedback is incorporated.
From an open report, you can:
Edit content and structure
Edit text inline, including section headers and body content
Apply heading styles (H1, H2, H3) to organize sections
Create bulleted and numbered lists
Insert quotes to highlight key takeaways
Use AI to refine content
Make text shorter or longer.
Simplify language for broader or executive audiences.
Generate additional insights or summaries.
Apply custom instructions to adjust tone, emphasis, or focus.
This allows you to move quickly from a draft to a clearer, more audience-ready narrative.
Add charts and layout elements
Add or remove charts pulled from connected dashboards.
Control whether to show text, charts, or both.
Adjust layout options to determine how content is arranged on the page.
This helps you decide what evidence supports the narrative and how it should be presented.
Style and format content
Apply bold, italics, and underline.
Adjust text alignment (for example, centering titles or sections).
Insert links, tables, and images.
Use undo and redo to safely iterate as you refine formatting.
Save your changes
Changes are not saved automatically. Be sure to click Save in the styling bar before leaving the report.
Together, these tools make it easy to iterate on reports, incorporate feedback, and produce polished outputs ready for sharing and approval.
Sharing and Exporting Reports
When viewing a report, you can share or export it using the Share menu:
Share via an in-app link
Export to Google Docs
Export to Google Slides
Download as Word (.docx)
Download as PowerPoint (.pptx)
These options support collaboration, feedback, and approval workflows, including sharing with stakeholders who do not regularly use Trebellar.
How Reports Fit into Trebellar
Reports are the primary output of Trebellar workflows. They bring together insights from Explorer, Dashboards, and Portfolio Planner into a format designed for alignment and decision-making.
Common Use Cases
Reports are commonly used to:
Summarize attendance and utilization trends.
Share portfolio and regional performance updates.
Present scenario planning outputs.
Communicate forecasts and recommendations.
In practice, reports serve as the final output that helps teams move from analysis to decision-making.
What’s Next
Once a report is ready, you can use it to drive alignment and next steps:
Share the report with stakeholders to gather feedback.
Export the report for presentations or working sessions.
Iterate based on input and refine recommendations.
Use the report as a foundation for decision-making and approval.
Reports are designed to evolve as work progresses, supporting collaboration from initial insights through final outcomes.